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Financial Advisor - Remote

Posted 6 days ago
Sales / Business
Full Time
USA

Overview

The Financial Advisor position at Strategic Financial Concepts offers the opportunity to build an independent practice with the support of Fortune 500-level resources, allowing you to leverage credibility while owning your client relationships.

In Short

  • Leverage Fortune 500 credibility and technology.
  • Enjoy uncapped earnings with residual income and performance bonuses.
  • Provide holistic planning across investments, insurance, and retirement.
  • Set your own schedule and choose preferred products.
  • Collaborative culture with mentorship and professional development.

Requirements

  • Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
  • Proven success in financial services or strong sales track record.
  • Entrepreneurial and client-focused mindset.
  • Bachelor's degree or equivalent professional experience.

Benefits

  • W-2 status with 7.5% FICA.
  • 401(k) with 6% company match.
  • Comprehensive medical, dental, vision, life & disability insurance.
  • National recognition programs and chairman's trips.
  • End-to-end transition support and marketing concierge.
  • CRM and financial planning tech stack.
  • Remote, hybrid, or office options available.
  • Clear paths to leadership and equity participation for top performers.
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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