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Entry Level Financial Advisor - Remote

Posted 2 weeks ago
Sales / Business
Full Time
Worldwide

Overview

This is a remote/hybrid role for a driven, high-energy individual looking to jumpstart their career in the financial services industry. Join Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) as an Entry-Level Financial Advisor and thrive in a performance-based environment.

In Short

  • Unlimited earning potential with residual income and bonuses.
  • Fortune 500 support with brand recognition and marketing tools.
  • Collaboration and mentorship from experienced advisors.
  • Flexibility to build your own schedule.
  • Comprehensive benefits including health and retirement plans.

Requirements

  • BS in Marketing, Business Administration, or related field (preferred).
  • 1+ year of sales or finance experience (preferred).
  • Familiarity with CRM software and MS Excel.
  • Comfortable with cold calling and prospecting techniques.
  • Strong communication skills and understanding of sales performance metrics.

Benefits

  • Unlimited earning potential with commission and bonuses.
  • Financial assistance for new advisors.
  • 401(k) with 6% match.
  • Health, dental, vision, and life/disability insurance.
  • Flexible work schedule and advancement opportunities.
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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