Wisepath Financial Group · 3 months ago
Entry-Level Financial Advisor
United States
Full-time
Remote
Entry Level
1+ years expWisepath Financial Group is seeking motivated individuals to launch their careers as Entry-Level Financial Advisors. The role involves generating leads, building client relationships, and supporting clients with insurance and investment solutions, all while receiving mentorship and training from senior advisors.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
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)
Qualification
Required
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
High energy, clear communicator, metrics-driven, eager to learn the advisory profession
Preferred
Life & Health license preferred—or commitment to obtain quickly (firm-sponsored)
Benefits
401(k) match
Medical, dental, vision, life/disability insurance
Incentive trips
Company
Wisepath Financial Group
Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jesse Andrews, CLTC®
Founder & CEO
Company data provided by crunchbase