Remote Junior Financial Advisor — Growth & Licensing

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

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.