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Entry-Level Financial Advisor

Wisepath Financial Group is a financial services company that offers integrated and personalized financial strategies for insurance, investments, retirement planning, and estate planning.

Wisepath Group

Employee count: 11-50

Salary: 70k-100k USD

United States only

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Entry-Level Financial Advisor – Remote / Hybrid


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.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Salary

Salary: 70k-100k USD

Education

Bachelor degree

Experience

1 year minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About Wisepath Group

Learn more about Wisepath Group and their company culture.

View company profile

At Wisepath Financial Group, we are at the forefront of revolutionizing the financial services industry through a technologically advanced and deeply personalized approach. Our innovative platform and proprietary tools are engineered to demystify the complexities of financial planning, offering integrated solutions that empower both individuals and small businesses to achieve their long-term goals. Through a commitment to continuous innovation, we provide our clients with cutting-edge strategies for insurance, investments, retirement, and estate planning. We leverage advanced planning software and a collaborative ecosystem of affiliated experts to design and implement financial roadmaps that are not only comprehensive but also dynamically adaptable to the ever-changing financial landscape. Our goal is to build a future of security and confidence for our clients by making sophisticated financial strategies accessible and understandable.

Our forward-thinking methodology is built on a foundation of deep client understanding and a dedication to their success. We are not just financial advisors; we are architects of financial well-being, utilizing technology to enhance our high-touch, personalized service. By integrating diverse financial services under one umbrella, including an in-house accounting firm and specialized divisions for merchant services and business solutions, we create a seamless and holistic client experience. This innovative structure allows us to identify unique opportunities for value creation, expense reduction, and tax minimization. At Wisepath Financial Group, we are pioneering a new era of financial advisement, one where technology and human expertise converge to create lasting financial legacies and empower our clients to navigate their financial future with clarity and confidence. We are committed to being a catalyst for financial innovation, constantly seeking out and developing new ways to serve our clients more effectively and build stronger, more resilient financial futures.

Claim this profileWG

Wisepath Group

Company size

11-50 employees

Founded in

2017

Chief executive officer

Jesse Andrews

Employees live in

View company profile

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