Financial Advisor Associate – Training & Licensing Provided

Wisepath Financial Group

Financial Advisor Associate at Strategic Financial Concepts with provided training, licensing, and mentorship. Focused on helping clients with significant financial decisions and developing professional relationships.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Help individuals, families, and business owners make important financial decisions that impact their future.
Build meaningful relationships with clients.
Develop professional expertise in financial advising.
Participate in mentorship programs and leadership development opportunities.
Learn and utilize advanced financial planning technology and CRM tools.

Requirements

What you’ll need

No prior financial services experience is required.
Motivated, relationship-oriented, and eager to learn.
Comfortable building relationships through networking, referrals, and community engagement.
Comfortable asking for referrals and expanding your professional network to generate new business opportunities.
Comfortable with a performance-based compensation structure with uncapped earning potential.
Willing to obtain a Life & Health Insurance License within 30 days of joining SFC.

Benefits

Comp & perks

Health & Financial Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) with 6% Company Match
Leadership Development Programs
Professional Training & Education
Recognition Programs
Incentive Travel Opportunities
Mentorship & Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

motivatedrelationship-orientedeager to learnnetworkingcommunity engagementreferral generationbuilding relationshipsmentorshipleadership development

Certifications

Life & Health Insurance License