Wisepath Financial Group
Finance • Fintech • Insurance
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
Entry-Level Financial Advisor
Job not on LinkedIn
November 1
Wisepath Financial Group
Finance • Fintech • Insurance
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
📋 Description
• 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
• Bachelor’s in Business, Marketing, or similar (or equivalent experience) • 1+ year in sales or finance preferred • proven comfort with cold outreach and CRM tools • Life & Health license preferred—or commitment to obtain quickly (firm-sponsored)
🏖️ Benefits
• 401(k) match • medical, dental, vision, life/disability insurance • incentive trips
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