FINANCIAL ADVISOR (ENTRY-LEVEL)
Wisepath GroupColorado, United States
Posted February 13, 2026
60000 - 120000 USD
Full Time
About the Company
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies.
Job Description
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
Requirements
- 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
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