Entry Level Financial Advisor

Job DescriptionJob DescriptionThis is a remote/hybrid roleAre 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 ResponsibilitiesLead Generation & QualificationProspect new sales leads via calls, emails, and networking.Engage potential clients, qualifying them for further financial discussions.Relationship BuildingStay 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 & EducationRespond 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 AdvisorsBe 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 OutreachNetwork with potential channel partnersbusinesses, associations, and community organizationsto expand SFCs reach.QualificationsEducation: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 ExcelComfortable with cold calling and other prospecting techniquesStrong communication skills and an understanding of sales performance metricsLicensing:Life & Health Insurance Licenses (preferred, or willingness to obtain)Benefits & PerksUnlimited Earning Potential with commission, residual income, and bonus structuresFinancial Assistance for new advisors (licensing sponsorship, designations)W-2 with 7.5% FICA401(k) with 6% MatchHealth, Dental, Vision, and Life/Disability InsuranceNational Recognition Programs (business conferences, Chairmans trips)Marketing & Sales Support plus ongoing mentorship from seasoned advisorsFlexible Work Schedule and advancement opportunitiesAccess to a Proprietary, Economic-Based Financial Planning ToolAbout Strategic Financial ConceptsAt SFC, our mission is simple: Our goal is your success. Were committed to providing integrated financial solutionsfrom insurance and investments to retirement and estate planningwhile 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! Powered by JazzHRJHfdbJJJzN

Created: 2025-04-18