FINANCIAL ADVISOR (ENTRY-LEVEL)
Wisepath GroupTopeka, Kansas, United States
Posted February 13, 2026
60000 - 120000 USD
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
Financial Advisor (Entry-Level) position with a comprehensive financial planning services company. Responsibilities include prospecting new clients, conducting financial needs analysis, educating clients on retirement planning and investment options, and ensuring regulatory compliance.
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
Benefits
- W-2 employment status
- Commission-based compensation with residual income
- Performance bonuses and production incentives
- 401(k) with company match
- Medical, dental, vision, life, and disability insurance
- Licensing sponsorship (if applicable)
- Structured mentorship and financial advisor training program
- Flexible scheduling