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Entry Level Financial Advisor

2 weeks ago

Piedmont, Oklahoma, United States Wisepath Group Full time
Job Description 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

 

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