Wisepath Financial Group
Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources
Wisepath Financial Group, DBA Strategic Financial Concepts (SFC)
Why Advisors Choose SFC
Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships
Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside
Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool
Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision
Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth
What You’ll Do
Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners
Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies
Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve
Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture
Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide
What You’ll Need
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model
Education: Bachelor’s degree or equivalent professional experience
What We Provide
Compensation & Benefits
W-2 status with 7.5 % FICA
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman’s trips
Practice-Building Tools
End-to-end transition support and marketing concierge
CRM, financial planning, and portfolio management tech stack
In-house product specialists and advanced planning team
Freedom & Flexibility
No product quotas or commission caps
Remote, hybrid, or office options to suit your lifestyle
Clear paths to leadership and equity participation for top performers
Wisepath Financial Group is an equal opportunities employer and welcomes applications from diverse candidates.
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