Wisepath Financial Group
Entry-Level Financial Advisor
Wisepath Financial Group - Greeley, Colorado, us, 80639
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Overview
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Entry-Level Financial Advisor
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Wisepath Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Entry-Level Financial Advisor
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Wisepath Financial Group 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.
Powered by JazzHR
FOW1HFTWPe 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 Get notified about new Financial Advisor jobs in
Greeley, CO . Loveland, CO $125,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Entry-Level Financial Advisor
role at
Wisepath Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Entry-Level Financial Advisor
role at
Wisepath Financial Group 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.
Powered by JazzHR
FOW1HFTWPe 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 Get notified about new Financial Advisor jobs in
Greeley, CO . Loveland, CO $125,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr