Entry Level Financial Advisor

Wisepath Group; Del City (OK); Remote; USD 40,000 - 65,000; Full time

Job summary

Wisepath Group is seeking an Entry-Level Financial Advisor to join their dynamic remote/hybrid team. This role offers unlimited earning potential, comprehensive benefits, and collaboration with experienced advisors. If you have the drive and passion for financial services, this is the perfect opportunity for you to grow your career.

Benefits

Unlimited Earning Potential

Financial Assistance for new advisors

401(k) with 6% Match

Health, Dental, Vision, and Life/Disability Insurance

Flexible Work Schedule

Qualifications

• 1+ year of sales or finance experience preferred.
• Comfortable with cold calling and prospecting techniques.
• Willingness to obtain Life & Health Insurance Licenses.

Responsibilities

• Prospect new sales leads via calls, emails, and networking.
• Respond to client inquiries and suggest financial solutions.
• Build relationships and stay in contact with existing prospects.

Skills

Sales Performance Metrics

Strong Communication Skills

Cold Calling

Education

BS in Marketing, Business Administration or related field

Tools

CRM Software

MS Excel

Job description

AT WISEPATH GROUP WE BELIEVE IN…

A Community of Respect:We structure our work environment so that each person is enabled to create their best product and achieve maximum potential. Wisepath Group values a culture of creativity, inclusion, team spirit, diversity of opinion, and free communication. The key to maintaining this free and creative culture is respect for the opinions, ideas, and feelings of others.

Integrity: At Wisepath Group we are honest, transparent, and committed to achieving the best outcomes for our customers and our company. We openly collaborate with our clients. Wisepath Group delivers authenticity in our analytics and results.


A Relationship Driven Approach to Projects: Wisepath Group connects with customers, partners, and consumers to drive success. We believe teamwork delivers the greatest results and encourages open, passionate, respectful collaboration among all of our team members.

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!

We've received your resume. Click here to update it.

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) orPaste resume

What's your citizenship / employment eligibility?*

College or University

Are you 18 years of age or older?*

LinkedIn Profile URL:

Have you ever been convicted of a felony?*

Are you currently licensed in Life & Health Insurance? If not, are you willing to get licensed?*

Do you have at least one year of experience in sales, finance, or a related client-facing role?*

Are you comfortable prospecting and engaging new leads via phone calls, emails, and networking?*

Do you feel confident in your ability to build relationships and communicate effectively with clients and colleagues?*

Do you currently live in or near any of these areas—Kansas (Lawrence, Wichita, Olathe), Missouri (Kansas City), Oklahoma (Tulsa, Oklahoma City), Colorado (Aurora, Denver), Nebraska (Lincoln, Omaha), or Wyoming (Cheyenne, Casper)—OR are you willing to relocate there?*

Are you comfortable with a compensation structure that is performance-based?*