Entry Level Financial Advisor

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

Job summary

An innovative financial services firm is seeking a motivated Entry-Level Financial Advisor to join their dynamic team. This remote/hybrid role offers unlimited earning potential through commissions and bonuses, alongside comprehensive training and mentorship. You'll engage with clients, generate leads, and collaborate with seasoned advisors to enhance your skills in a supportive environment. With a focus on professional growth and work-life balance, this position is perfect for those ready to launch their careers in finance. Join a company dedicated to your success and start building meaningful client relationships today!

Benefits

Unlimited Earning Potential

Financial Assistance for New Advisors

401(k) with 6% Match

Health, Dental, Vision, and Life/Disability Insurance

Flexible Work Schedule

Ongoing Mentorship

Access to Proprietary Financial Planning Tool

National Recognition Programs

Qualifications

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

Responsibilities

• Prospect new sales leads via calls, emails, and networking.
• Stay in contact with existing prospects to foster trust.

Skills

Sales Experience

CRM Software

MS Excel

Cold Calling

Communication Skills

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!