Entry-Level Financial Advisor
About The Position
Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support 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.
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
- 401(k) with 6 % match
- Medical, dental, vision, life & disability coverage
- National recognition programs and chairman’s trips
- 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
