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Wisepath Financial Group

Financial Advisor Associate, Training and Licensing Provided

Wisepath Financial Group

Financial Advisor Associate role at Strategic Financial Concepts with training, licensing, and mentorship provided for ambitious individuals. Focused on building meaningful client relationships and professional expertise.

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

About the role

Key responsibilities & impact
  • Launch a career in financial advising that can change your future
  • Become a trusted advisor helping individuals, families, and business owners make important financial decisions
  • Build meaningful relationships and develop professional expertise
  • Work in a collaborative environment

Requirements

What you’ll need
  • Must be motivated, relationship-oriented, and eager to learn
  • Must be comfortable building relationships through networking, referrals, and community engagement
  • Must be comfortable asking for referrals and expanding professional network to generate new business opportunities
  • Must be comfortable with a performance-based compensation structure with uncapped earning potential
  • Must be willing to obtain a Life & Health Insurance License within 30 days of joining SFC

Benefits

Comp & perks
  • Life & Health Insurance Licensing Support
  • Industry Training & Education
  • Ongoing Professional Development
  • Leadership Development Programs
  • Career Advancement Opportunities
  • Mentorship & Support
  • Hands-On Mentorship Joint Work Opportunities
  • Experienced Advisor Coaching
  • Collaborative Team Environment
  • Advanced Financial Planning Technology
  • CRM & Client Relationship Tools
  • Marketing & Business Development Resources

ATS Keywords

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Soft Skills
motivatedrelationship-orientedeager to learnbuilding relationshipsnetworkingcommunity engagementasking for referralsexpanding professional networkgenerating new business opportunities
Certifications
Life & Health Insurance License