Entry-Level Financial Advisor

Wisepath Financial Group; Boonton (NJ); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) with 6% match

Medical, dental, vision coverage

Licensing fees paid

Structured 90-day ramp with mentor

Job summary

A financial advisory firm is seeking an Entry-Level Financial Advisor to work in a remote/hybrid setting. The role involves generating leads, building client relationships, and supporting them with insurance and investment advice. Candidates with a Bachelor's degree and 1+ year in sales or finance are preferred. The firm offers a strong career launch package, including licensing support and mentorship, along with comprehensive benefits like a 401(k) plan and health coverage.

Qualifications

• 1+ year in sales or finance preferred.
• Proven comfort with cold outreach.
• Life & Health license preferred – commitment to obtain quickly.

Responsibilities

• Generate and qualify leads through multiple channels.
• Build relationships and request referrals.
• Support clients with insurance and investment solutions.
• Handle hand-offs and shadow seasoned professionals.
• Cultivate channel partners.

Skills

High energy

Clear communicator

Metrics-driven

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

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