Remote Otter LogoRemoteOtter

Entry-Level Financial Advisor - Remote

Posted 6 days ago
Sales / Business
Full Time
USA

Overview

An entry-level position for aspiring financial advisors offering a remote or hybrid work environment with significant support and resources.

In Short

  • Uncapped earnings with base draw, commission, and bonuses.
  • Access to big-firm resources and proprietary planning technology.
  • Mentorship and training from senior advisors.
  • Flexible remote or hybrid work schedule.
  • Comprehensive benefits including 401(k) match and insurance.
  • Generate and qualify leads through various channels.
  • Build and nurture client relationships.
  • Support clients with insurance and investment solutions.
  • Opportunity for career growth and development.
  • Structured onboarding with dedicated mentorship.

Requirements

  • Bachelor's degree in Business, Marketing, or related field.
  • 1+ year of experience in sales or finance preferred.
  • Proven comfort with cold outreach and CRM tools.
  • High energy and clear communication skills.
  • Willingness to obtain Life & Health license if not already held.

Benefits

  • W-2 employment with 7.5% FICA.
  • 401(k) with 6% match.
  • Medical, dental, vision, life, and disability insurance.
  • National recognition programs and incentive trips.
  • Licensing fees and study materials covered.
Wisepath Group logo

Wisepath Group

Wisepath Group is a forward-thinking and rapidly growing company that specializes in estate planning and trust creation. The company is dedicated to empowering clients by guiding them through every step of the estate planning process, which includes preparing essential documents, educating clients on their options, and providing mentorship to secure their future. With a focus on client education and support, Wisepath Group leverages advanced technology to enhance the client experience, all while operating in a fully remote environment.

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