Entry-Level Financial Advisor

2 days ago

Remote, Oregon, United States Career Headhunter Full time

Entry-Level Financial Advisor – Remote / Hybrid

Wisepath
• OneLegacy Financial GroupLaunch Your Career with Fortune-500-Level Support

  • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
  • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
  • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
  • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
  • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.

What You'll Do

  • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
  • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
  • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
  • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
  • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).

What You'll Bring

  • Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
  • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
  • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
  • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).

We Provide

  • Compensation & Benefits
  • W-2 with 7.5 % FICA
  • 401(k) with 6 % match
  • Medical, dental, vision, life & disability coverage
  • National recognition programs and chairman's trips
  • Career Launch Package
  • Licensing fees and study materials paid
  • Structured 90-day ramp with dedicated mentor
  • Marketing leads, digital tools, and administrative support
  • Clear pathway to Senior Advisor, Recruiting, or Leadership tracks

Your Next Step

Ready to turn ambition into a rewarding advisory career?

OneLegacy Financial Group – Your success starts here.

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.

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