Financial Advisor – Entry-Level

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🕒 February 14

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Wisepath Financial Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

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

• Prospect new clients through networking, referrals, and business development • Conduct financial needs analysis and fact-finding interviews • Educate clients on retirement planning, life insurance, disability insurance, and investment options • Support portfolio implementation including mutual funds and insurance products • Maintain client relationship management (CRM) records • Ensure regulatory compliance and documentation standards • Participate in licensing preparation and professional development • Deliver ongoing client service and relationship management

🎯 Requirements

• High school diploma or equivalent • Ability to obtain Life and Health Insurance license • Strong communication and consultative sales skills • Comfortable with prospecting, lead generation, and client acquisition • Basic proficiency with CRM software and Microsoft Office • Bachelor’s degree in Finance, Business Administration, Economics, or Marketing (preferred) • 1+ year of experience in sales, banking, insurance, financial services, or customer service (preferred) • Active Life and Health Insurance license (preferred) • Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66 (preferred) • Interest in Certified Financial Planner (CFP) track (preferred)

🏖️ Benefits

• W-2 employment status • Commission-based compensation with residual income • Performance bonuses and production incentives • 401(k) with company match • Medical, dental, vision, life, and disability insurance • Licensing sponsorship (if applicable) • Structured mentorship and financial advisor training program • Flexible scheduling