Entry-Level Financial Advisor
Wisepath Group
- Greeley, CO
- Permanent
- Full-time
Wisepath Financial Group • DBA Strategic Financial Concepts (SFC)Launch Your Career with Fortune-500-Level SupportUncapped 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 DoGenerate & 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 BringEducation: 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 ProvideCompensation & BenefitsW-2 with 7.5 % FICA401(k) with 6 % matchMedical, dental, vision, life & disability coverageNational recognition programs and chairman’s tripsCareer Launch PackageLicensing fees and study materials paidStructured 90-day ramp with dedicated mentorMarketing leads, digital tools, and administrative supportClear pathway to Senior Advisor, Recruiting, or Leadership tracksYour Next StepReady to turn ambition into a rewarding advisory career?Strategic Financial Concepts – Your success starts here.Powered by JazzHR