Entry Level Financial Advisor

Wisepath Group; Bolingbrook (IL); Remote; USD 40,000 - 60,000; Full time

Job summary

Wisepath Group is looking for an Entry-Level Financial Advisor to join their team. This remote role offers unlimited earning potential supported by extensive training and mentorship. Ideal candidates should have a degree in Marketing or Business, along with sales experience. The position emphasizes lead generation, client building, and collaboration with senior advisors.

Benefits

Unlimited Earning Potential

401(k) with 6% Match

Health, Dental, Vision, Life Insurance

Financial Assistance for Licensing

Flexible Work Schedule

National Recognition Programs

Qualifications

• Preferred 1+ year of sales or finance experience.
• Life & Health Insurance Licenses (preferred or willingness to obtain).
• Comfortable with cold calling and strong understanding of sales performance metrics.

Responsibilities

• Prospect new sales leads via calls, emails, and networking.
• Stay in contact with existing prospects to foster trust.
• Respond to client inquiries and coordinate meetings with advisors.

Skills

Sales Experience

Communication Skills

CRM Familiarity

Prospecting Techniques

Education

BS in Marketing

BS in Business Administration

Tools

CRM Software

MS Excel

Job description

This is a remote / hybrid role

Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.

Why Join SFC?

• Unlimited Earning Potential
• Enjoy residual income, additional bonuses, and incentives.
• Fortune 500 Support
• Leverage big-firm credibility, brand recognition, and robust marketing tools.
• Collaboration & Mentorship
• Work alongside experienced advisors, receive hands-on training, and accelerate your growth.
• Flexibility & Autonomy
• Build your own schedule and maintain work-life balance.
• Comprehensive Benefits
• Health, dental, vision, and life / disability insurance; 401(k) with matching; national recognition programs; and more.

Key Responsibilities

• Lead Generation & Qualification

Prospect new sales leads via calls, emails, and networking.

• Engage potential clients, qualifying them for further financial discussions.
• Relationship Building

Stay in contact with existing prospects to foster trust and brand awareness.

• Request referrals and follow up on qualified leads in coordination with senior advisors.
• Client Support & Education

Respond to client inquiries, identify needs, and suggest potential solutions or services.

• Coordinate in-person meetings or calls between new clients and Financial Advisors.
• Collaborate with Financial Advisors

Be the point person for lead flow and handoffs to senior advisors.

• Participate in joint work opportunities to develop your industry knowledge and client-service skills.
• Channel Partner Outreach

Network with potential channel partners—businesses, associations, and community organizations—to expand SFC's reach.

Qualifications

• Education :

BS in Marketing, Business Administration, or related field (preferred)

• Experience & Skills :

1+ year of sales or finance experience (preferred)

• Hands-on familiarity with CRM software and MS Excel
• Comfortable with cold calling and other prospecting techniques
• Strong communication skills and an understanding of sales performance metrics
• Licensing :

Life & Health Insurance Licenses (preferred, or willingness to obtain)

Benefits & Perks

• Unlimited Earning Potential with commission, residual income, and bonus structures
• Financial Assistance for new advisors (licensing sponsorship, designations)
• W-2 with 7.5% FICA
• 401(k) with 6% Match
• Health, Dental, Vision, and Life / Disability Insurance
• National Recognition Programs (business conferences, Chairman's trips)
• Marketing & Sales Support plus ongoing mentorship from seasoned advisors
• Flexible Work Schedule and advancement opportunities
• Access to a Proprietary, Economic-Based Financial Planning Tool

About Strategic Financial Concepts

At SFC, our mission is simple: "Our goal is your success." We're committed to providing integrated financial solutions—from insurance and investments to retirement and estate planning—while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow.

Ready to take the first step?

Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential.

Apply now to become part of our SFC family!