Entry-Level Financial Advisor

Wisepath Group-posted 2 months ago

Full-time • Entry Level

Allentown, PA

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Launch Your Career with Fortune-500-Level Support. This entry-level financial advisor position offers uncapped earnings with 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 includes 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.

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).

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).

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

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