Entry-Level Financial Advisor

Wisepath Financial Group


Date: 1 day ago
City: Topeka, KS
Contract type: Full time
Remote
Entry-Level Financial Advisor – Remote / Hybrid

Wisepath Financial Group

  • DBA Strategic Financial Concepts (SFC)

Launch Your Career with Fortune-500-Level Support

  • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses
  • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship
  • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice
  • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance
  • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips

What You’ll Do

  • 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)

What You’ll Bring

  • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience)
  • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools
  • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession
  • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored)

We Provide

  • Compensation & Benefits
    • W-2 with 7.5 % FICA
    • 401(k) with 6 % match
    • Medical, dental, vision, life & disability coverage
    • National recognition programs and chairman’s trips
  • Career Launch Package
    • Licensing fees and study materials paid
    • Structured 90-day ramp with dedicated mentor
    • Marketing leads, digital tools, and administrative support
    • Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.

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