Entry-Level Financial Advisor
Wisepath GroupColorado, United States
Posted January 8, 2026
Full Time
About the Company
Wisepath Group specializes in retirement planning strategies designed to ensure financial security throughout retirement, including potential long-term care needs. The company offers unique approaches to increase retirement income with guarantees, working closely with Elder and Estate Law Firms to protect client assets without triggering taxable events or legal complications. Wisepath Financial Group is licensed in North Carolina and may operate in other states, providing life insurance and securities services through OneAmerica Securities.
Job Description
Launch Your Career with Fortune-500-Level Support as an Entry-Level Financial Advisor. Uncapped Earnings, Big-Firm Resources, Mentorship & Training, Flexibility & Autonomy, Comprehensive Benefits, and Career Launch Package.
Requirements
- Bachelor's in Business, Marketing, or similar (or equivalent experience).
- 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
- High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
- Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).
Benefits
- 401(k) with 6% match
- Medical, dental, vision, life & disability coverage
- National recognition programs and chairman’s trips