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Wisepath Financial Group

Entry-Level Financial Advisor

Wisepath Financial Group, Norman, Oklahoma, us, 73019

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Entry‑Level Financial Advisor – Remote / Hybrid Launch Your Career with Fortune‑500‑Level Support.

Key Benefits

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).

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

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.

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