Entry-Level Financial Advisor Job at Wisepath Financial Group in Boulder

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• DBA Strategic Financial Concepts (SFC)
  
  

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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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Internet Publishing

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