Entry-Level Financial Advisor

Wisepath Group • Washington, DC

75d

About The Position

Launch Your Career with Fortune-500-Level Support. This entry-level financial advisor position offers uncapped earnings through a base draw plus commission, residual income, and performance bonuses. You will have access to big-firm resources including a national brand, marketing engine, proprietary planning technology, and licensing sponsorship. The role emphasizes mentorship and training, allowing you to pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. Enjoy flexibility and autonomy with a remote or hybrid schedule that supports work-life balance. Comprehensive benefits include a 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.

Requirements

• 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).

Responsibilities

• 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).

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree