Wisepath Financial Group
Entry-Level Financial Advisor
Wisepath Financial Group, Bixby, Oklahoma, United States, 74008
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Entry-Level Financial Advisor
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Role:
Entry-Level Financial Advisor – Remote / Hybrid Company:
Wisepath Financial Group Benefits & Opportunities
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 supporting work-life balance Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips Responsibilities
Generate & Qualify Leads – Prospect via 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 economic-based planning tools Expand Reach – Cultivate channel partners (business owners, associations, community groups) Qualifications
Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience) Experience: 1+ year in sales or finance preferred; comfort with cold outreach and CRM tools Skills: High energy, clear communicator, metrics-driven, eager to learn Licensing: Life & Health license preferred or commitment to obtain quickly (firm-sponsored) What We Provide
Compensation & Benefits: W-2 with 7.5% FICA, 401(k) with 6% match, medical/dental/vision/life/disability coverage, recognition programs, trips Career Launch Package: Licensing fees paid, structured 90-day ramp, mentoring, marketing leads, digital tools, and clear career pathways Next Steps
Ready to turn ambition into a rewarding career?
Strategic Financial Concepts – Your success starts here. Powered by JazzHR Additional Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Finance and Sales Industries:
Internet Publishing Referrals increase your chances of interviewing at Wisepath Financial Group by 2x.
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Entry-Level Financial Advisor
role at
Wisepath Financial Group Get AI-powered advice on this job and more exclusive features. Position Details
Role:
Entry-Level Financial Advisor – Remote / Hybrid Company:
Wisepath Financial Group Benefits & Opportunities
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 supporting work-life balance Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips Responsibilities
Generate & Qualify Leads – Prospect via 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 economic-based planning tools Expand Reach – Cultivate channel partners (business owners, associations, community groups) Qualifications
Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience) Experience: 1+ year in sales or finance preferred; comfort with cold outreach and CRM tools Skills: High energy, clear communicator, metrics-driven, eager to learn Licensing: Life & Health license preferred or commitment to obtain quickly (firm-sponsored) What We Provide
Compensation & Benefits: W-2 with 7.5% FICA, 401(k) with 6% match, medical/dental/vision/life/disability coverage, recognition programs, trips Career Launch Package: Licensing fees paid, structured 90-day ramp, mentoring, marketing leads, digital tools, and clear career pathways Next Steps
Ready to turn ambition into a rewarding career?
Strategic Financial Concepts – Your success starts here. Powered by JazzHR Additional Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Finance and Sales Industries:
Internet Publishing Referrals increase your chances of interviewing at Wisepath Financial Group by 2x.
#J-18808-Ljbffr