Entry Level Financial Advisor

Wisepath Financial Group; Moore (OK); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a driven Entry-Level Financial Advisor to join their dynamic team. This remote/hybrid role offers unlimited earning potential, comprehensive training, and the flexibility to build your own schedule. You will engage with clients, generate leads, and collaborate with experienced advisors, all while receiving robust support from a Fortune 500-level infrastructure. If you are passionate about the financial services industry and eager to grow your career, this opportunity is perfect for you. Join a company that values your success and offers a pathway to a rewarding career in finance.

Benefits

Unlimited Earning Potential

Flexible Work Schedule

401(k) with 6% Match

Health, Dental, Vision, and Life/Disability Insurance

Marketing & Sales Support

Financial Assistance for New Advisors

National Recognition Programs

Qualifications

• 1+ year of sales or finance experience is preferred.
• Familiarity with CRM software and MS Excel is essential.

Responsibilities

• Generate and qualify leads through calls, emails, and networking.
• Support clients and coordinate meetings with Financial Advisors.

Skills

Sales Experience

Communication Skills

Cold Calling

Understanding of Sales Performance Metrics

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

1. Lead Generation & Qualification
   • Prospect new sales leads via calls, emails, and networking.
   • Engage potential clients, qualifying them for further financial discussions.
2. 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.
3. 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.
4. 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.
5. 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!