Wisepath Financial Group
Entry-Level Financial Advisor
Wisepath Financial Group, Dodge City, Kansas, United States, 67801
Overview
Entry-Level Financial Advisor – Remote / Hybrid at Wisepath Financial Group (DBA Strategic Financial Concepts, SFC). 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.
#J-18808-Ljbffr
Entry-Level Financial Advisor – Remote / Hybrid at Wisepath Financial Group (DBA Strategic Financial Concepts, SFC). 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.
#J-18808-Ljbffr