Wisepath Financial Group

Financial Advisor – Entry-Level

Wisepath Financial Group

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Entry Level

About the role

  • 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).

Requirements

  • 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).
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
salesfinancecold outreachCRM tools
Soft skills
high energyclear communicatormetrics-driveneager to learn
Certifications
Life & Health license