Entry Level Financial Advisor
1 week ago
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.
- Lead Generation & Qualification
- Prospect new sales leads via calls, emails, and networking.
- Engage potential clients, qualifying them for further financial discussions.
- 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.
- 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.
- 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.
- Channel Partner Outreach
- Network with potential channel partners—businesses, associations, and community organizations—to expand SFC's reach.
- 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)
- 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
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
Powered by JazzHR
rIr0cRiTNR
-
Entry Level Financial Advisor
1 week ago
Piedmont, Oklahoma, United States Wisepath Group Full timeAbout This OpportunityWe are seeking a driven, high-energy individual to join our team as an Entry-Level Financial Advisor. You will be backed by a Fortune 500-level infrastructure, providing you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Key Responsibilities:Lead Generation & Qualification:Prospect...
-
Entry Level Financial Advisor
2 days ago
Piedmont, Oklahoma, United States Wisepath Group Full timeJob Description Job Description This 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,...
-
Junior Financial Advisor Opportunity
1 week ago
Piedmont, Oklahoma, United States beBee Careers Full timeLaunch Your Financial CareerAt [Company], we're dedicated to empowering ambitious individuals to succeed in the financial services industry. As an Entry-Level Financial Advisor, you'll be part of a dynamic team that provides integrated financial solutions and top-tier training, technology, and support.Key Benefits:Competitive Compensation Package including...
-
Entry-Level Insurance Advisor
1 week ago
Piedmont, Oklahoma, United States beBee Careers Full timeKey ResponsibilitiesLead Generation & QualificationRelationship BuildingClient Support & EducationCollaboration with Financial AdvisorsChannel Partner OutreachIn this role, you will be responsible for generating new sales leads through various channels, including calls, emails, and networking. You will also engage potential clients to qualify them for...
-
Financial Coordinator
1 week ago
Piedmont, Oklahoma, United States Enhance Dental Full timeJob PurposeAs a Financial Coordinator at Enhance Dental, you will play a crucial role in ensuring seamless patient care by verifying health insurance benefits, communicating with patients, and processing insurance payments.Duties and ResponsibilitiesDevelop clear and reliable treatment plans for patients, effectively presenting their options and associated...
-
Career Development Specialist
1 week ago
Piedmont, Oklahoma, United States beBee Careers Full timeAs a key player in our rapidly growing team, you will have the opportunity to jumpstart your career in the financial services industry.Key ResponsibilitiesProspect new sales leads via calls, emails, and networking, qualifying potential clients for further financial discussions.Foster trust and brand awareness by staying in contact with existing...
-
Distribution Services Representative
2 weeks ago
Piedmont, Oklahoma, United States beBee Careers Full timeSell stamps, sort and distribute mail, and perform administrative duties as a Postal Distribution Assistant with USPS.About the JobThis entry-level position is ideal for those looking for a stable job with no prior experience required.You will be responsible for assisting customers with their mailing needs, selling stamps, and performing various clerical...
-
Childcare Center Assistant Director
2 weeks ago
Piedmont, Oklahoma, United States beBee Careers Full timeChildcare Center Assistant Director Job Summary:We are seeking a highly motivated and experienced individual to serve as our Childcare Center Assistant Director. In this role, you will assist the Director in overseeing daily operations, ensuring compliance with regulations, and providing high-quality care and education to young children.Key...
-
Postal Sortation Clerk
2 weeks ago
Piedmont, Oklahoma, United States Postal Jobs Listings Full timeJoin a dynamic team as a Mail Sortation Clerk and build a secure career with the United States Postal Service (USPS).The USPS, the largest federal employer with nearly one million employees, is hiring Mail Sortation Clerks nationwide. No prior experience is required – USPS provides comprehensive paid training to help you succeed.This is a fantastic...
-
Assistant Director
2 weeks ago
Piedmont, Oklahoma, United States beBee Careers Full timeJob Description:We are seeking a highly qualified and experienced professional to serve as our Childcare Center Assistant Director. The ideal candidate will have a strong background in early childhood education, excellent leadership and management skills, and the ability to work effectively in a team environment.Key Responsibilities:Assist with the...