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Wisepath Financial Group

Our Goal is Your Success

Entry-Level Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

31 days ago

Salary

$60K - $120K / year

High SchoolEnglish

Job Description

• Prospect new clients through networking, referrals, and business development • Conduct financial needs analysis and fact-finding interviews • Educate clients on retirement planning, life insurance, disability insurance, and investment options • Support portfolio implementation including mutual funds and insurance products • Maintain client relationship management (CRM) records • Ensure regulatory compliance and documentation standards • Participate in licensing preparation and professional development • Deliver ongoing client service and relationship management

Job Requirements

  • High school diploma or equivalent
  • Ability to obtain Life and Health Insurance license
  • Strong communication and consultative sales skills
  • Comfortable with prospecting, lead generation, and client acquisition
  • Basic proficiency with CRM software and Microsoft Office
  • Bachelor’s degree in Finance, Business Administration, Economics, or Marketing (preferred)
  • 1+ year of experience in sales, banking, insurance, financial services, or customer service (preferred)
  • Active Life and Health Insurance license (preferred)
  • Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66 (preferred)
  • Interest in Certified Financial Planner (CFP) track (preferred)

Benefits

  • W-2 employment status
  • Commission-based compensation with residual income
  • Performance bonuses and production incentives
  • 401(k) with company match
  • Medical, dental, vision, life, and disability insurance
  • Licensing sponsorship (if applicable)
  • Structured mentorship and financial advisor training program
  • Flexible scheduling

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