Financial Advisor (Entry-Level)

Wisepath Financial Group•Loveland, CO

16h•$60,000 - $120,000•Remote

About The Position

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.

Requirements

High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition
Basic proficiency with CRM software and Microsoft Office

Nice To Haves

Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
1+ year of experience in sales, banking, insurance, financial services, or customer service
Active Life and Health Insurance license
Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
Interest in Certified Financial Planner (CFP) track

Responsibilities

Prospect new clients through networking, referrals, and business development
Conduct financial needs analysis and fact-finding interviews
Educate clients on retirement planning, life insurance, disability insurance, and investment options
Support portfolio implementation including mutual funds and insurance products
Maintain client relationship management (CRM) records
Ensure regulatory compliance and documentation standards
Participate in licensing preparation and professional development
Deliver ongoing client service and relationship management