Key Facts

Remote From:

United States

Full time

English

Hard Skills

Investment Account Management Financial Management Retirement Planning Insurance Policies Client Education Customer Retention Consultative Selling Estate Planning Insurance Products Mutual Funds +14 more

Other Skills

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Sales
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Microsoft Office
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Leadership Development
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Communication

Roles & Responsibilities

High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition; basic proficiency with CRM software and Microsoft Office

Requirements:

Prospect new clients through networking, referrals, and business development
Conduct financial needs analysis and fact-finding interviews
Educate clients on retirement planning, life insurance, disability insurance, and investment options
Maintain CRM records and deliver ongoing client service; ensure regulatory compliance and documentation standards

Wisepath Group

About Wisepath Group

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Founded: 2018

Company size: 11 - 50

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Job description

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE

LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)

ABOUT THE ROLE
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.

RESPONSIBILITIES

Prospect new clients through networking, referrals, and business development
Conduct financial needs analysis and fact-finding interviews
Educate clients on retirement planning, life insurance, disability insurance, and investment options
Support portfolio implementation including mutual funds and insurance products
Maintain client relationship management (CRM) records
Ensure regulatory compliance and documentation standards
Participate in licensing preparation and professional development
Deliver ongoing client service and relationship management

REQUIRED QUALIFICATIONS

High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition
Basic proficiency with CRM software and Microsoft Office

PREFERRED QUALIFICATIONS

Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
1+ year of experience in sales, banking, insurance, financial services, or customer service
Active Life and Health Insurance license
Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
Interest in Certified Financial Planner (CFP) track

BENEFITS

W-2 employment status
Commission-based compensation with residual income
Performance bonuses and production incentives
401(k) with company match
Medical, dental, vision, life, and disability insurance
Licensing sponsorship (if applicable)
Structured mentorship and financial advisor training program
Flexible scheduling

ABOUT THE COMPANY
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.

EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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