Financial Advisor

Join to apply for the Financial Advisor role at Wisepath Financial Group

6 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
  

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 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
  

What Youll 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 SFCs ethical culture
• Grow the Brand Share best practices and collaborate with peers to elevate the client experience firm-wide
  

What Youll Need

• 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
  

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 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
  

Apply Today
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.
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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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