Financial Advisor
Wisepath Group
- Fort Collins, CO
- Permanent
- Full-time
Wisepath Financial Group, DBA Strategic Financial Concepts (SFC) • Flexible / HybridWhy Advisors Choose SFCBig-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 trips—no 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 You’ll DoAcquire & 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 SFC’s ethical culture.Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.What You’ll NeedLicenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).Experience: Proven success in financial services—or 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: Bachelor’s degree or equivalent professional experience.What We ProvideCompensation & BenefitsW-2 status with 7.5 % FICA401(k) with 6 % company matchMedical, dental, vision, life & disability insuranceNational recognition programs and chairman’s tripsPractice-Building ToolsEnd-to-end transition support and marketing conciergeCRM, financial planning, and portfolio management tech stackIn-house product specialists and advanced planning teamFreedom & FlexibilityNo product quotas or commission capsRemote, hybrid, or office options to suit your lifestyleClear paths to leadership and equity participation for top performersApply TodayReady 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