Wisepath Financial Group
Join to apply for the Financial Advisor role at Wisepath Financial Group
2 days ago Be among the first 25 applicants
Join to apply for the Financial Advisor role at Wisepath Financial Group
Financial Advisor Build an Independent Practice with Fortune-500-Level Resources
Wisepath Financial Group, DBA Strategic Financial Concepts (SFC)
- Flexible / Hybrid
- 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 tripsno 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
- 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 SFCs ethical culture
- Grow the Brand Share best practices and collaborate with peers to elevate the client experience firm-wide
- Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
- Experience: Proven success in financial servicesor 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: Bachelors degree or equivalent professional experience
- 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 chairmans 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
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts where your success is our strategy.
Powered by JazzHR
5p6qKjVqiM
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Internet Publishing
Referrals increase your chances of interviewing at Wisepath Financial Group by 2x
Sign in to set job alerts for Financial Advisor roles.
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr