Financial Advisor

Wisepath Financial Group; Remote; USD 60,000 - 120,000; Full time

Job summary

A financial services firm is seeking an Entry-Level Financial Advisor to provide financial planning, retirement planning, and investment advisory support. This remote/hybrid role is focused on client acquisition and maintaining relationships. Required qualifications include a high school diploma and the ability to obtain a Life and Health Insurance license. Preferred qualifications include a Bachelor’s degree and experience in sales or financial services. Benefits include a structured mentorship program and commission-based compensation with performance bonuses.

Benefits

401(k) with company match

Medical, dental, vision, life, and disability insurance

Flexible scheduling

Qualifications

• Ability to obtain Life and Health Insurance license.
• 1+ year of experience in sales, banking, insurance, or financial services.

Responsibilities

• Prospect new clients through networking and referrals.
• Conduct financial needs analysis and interviews.
• Educate clients on retirement and insurance options.
• Support portfolio implementation including mutual funds.
• Maintain client relationship management records.
• Ensure regulatory compliance and documentation standards.
• Participate in licensing preparation and professional development.
• Deliver ongoing client service and relationship management.

Skills

Strong communication skills

Consultative sales skills

Prospecting

Lead generation

Client acquisition

Education

High school diploma or equivalent

Bachelor’s degree in Finance, Business Administration, Economics, or Marketing

Tools

CRM software

Microsoft Office

Job description

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE

LOCATION: Remote / Hybrid, United States

JOB TYPE: Full-Time

SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)

ABOUT THE ROLE

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales.

This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.

RESPONSIBILITIES

• Prospect new clients through networking, referrals, and business development
• Conduct financial needs analysis and fact-finding interviews
• Educate clients on retirement planning, life insurance, disability insurance, and investment options
• Support portfolio implementation including mutual funds and insurance products
• Maintain client relationship management (CRM) records
• Ensure regulatory compliance and documentation standards
• Participate in licensing preparation and professional development
• Deliver ongoing client service and relationship management

REQUIRED QUALIFICATIONS

• High school diploma or equivalent
• Ability to obtain Life and Health Insurance license
• Strong communication and consultative sales skills
• Comfortable with prospecting, lead generation, and client acquisition
• Basic proficiency with CRM software and Microsoft Office

PREFERRED QUALIFICATIONS

• Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
• 1+ year of experience in sales, banking, insurance, financial services, or customer service
• Active Life and Health Insurance license
• Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
• Interest in Certified Financial Planner (CFP) track

BENEFITS

• W-2 employment status
• Commission-based compensation with residual income
• Performance bonuses and production incentives
• 401(k) with company match
• Medical, dental, vision, life, and disability insurance
• Licensing sponsorship (if applicable)
• Structured mentorship and financial advisor training program
• Flexible scheduling

ABOUT THE COMPANY

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.

EQUAL OPPORTUNITY EMPLOYER STATEMENT

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.

Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.