Entry-Level Financial Advisor

Wisepath Financial Group; Bedminster Township (NJ); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped earnings

401(k) match

Medical, dental, vision insurance

Performance bonuses

Mentorship and training

Flexible work schedule

Incentive trips

Job summary

A financial advisory firm in Bedminster Township is seeking an Entry-Level Financial Advisor. This role offers flexible remote or hybrid work options, alongside comprehensive mentorship and resources to launch your career. Ideal candidates should have a bachelor’s degree and sales or finance experience. Enjoy benefits like uncapped earnings, 401(k) matching, and full support for licensure. Your successful career starts here.

Qualifications

• 1+ year in sales or finance preferred.
• Proven comfort with cold outreach.
• Energy-driven, clear communicator, and eager to learn advisory profession.
• Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).

Responsibilities

• Generate & Qualify Leads by prospecting.
• Build Relationships with prospects and senior advisors.
• Support Clients by addressing questions.
• Joint Work & Learning by shadowing seasoned professionals.
• Cultivate channel partners to expand reach.

Skills

High energy

Clear communicator

Metrics-driven

Eager to learn the advisory profession

Eager to learn

Education

Bachelor’s in Business, Marketing, or similar

Tools

CRM tools

Job description

Overview

Entry-Level Financial Advisor – Remote / Hybrid

Wisepath • OneLegacy Financial Group

Launch Your Career with Fortune-500-Level Support

• Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
• Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
• Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
• Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
• Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.

What You’ll Do

• Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
• Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
• Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
• Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
• Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).

What You’ll Bring

• Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).
• Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
• Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
• Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).

We Provide

• Compensation & Benefits
  • W-2 with 7.5 % FICA
  • 401(k) with 6 % match
  • Medical, dental, vision, life & disability coverage
  • National recognition programs and chairman’s trips
• Career Launch Package
  • Licensing fees and study materials paid
  • Structured 90-day ramp with dedicated mentor
  • Marketing leads, digital tools, and administrative support
  • Clear pathway to Senior Advisor, Recruiting, or Leadership tracks

Your Next Step

Ready to turn ambition into a rewarding advisory career? OneLegacy Financial Group – Your success starts here.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, General Business, and Education

Industries

• Wireless Services, Telecommunications, and Communications Equipment Manufacturing