Wisepath Financial Group
Entry-Level Financial Advisor
Wisepath Financial Group, Oklahoma City, Oklahoma, United States, 73116
Overview
Entry-Level Financial Advisor – Remote / Hybrid Launch Your Career with Fortune-500-Level Support. 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 Launch Your Career with Fortune-500-Level Support. 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