Wisepath Financial Group · 1 day ago
Entry-Level Financial Advisor
Broomfield, CO
Full-time
Hybrid
Entry Level
1+ years expWisepath Financial Group is a company that provides comprehensive support for aspiring financial advisors. They are seeking an Entry-Level Financial Advisor to generate leads, build relationships, and support clients 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)
High energy
Clear communicator
Metrics-driven
Eager to learn the advisory profession
Preferred
1+ year in sales or finance preferred
Proven comfort with cold outreach and CRM tools
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