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Job description
Build a legacy as a Wealth Advisor at Strategic Financial Concepts, a platform designed to support advisors in building stronger businesses, deeper client relationships, and lasting enterprise value. As a Wealth Advisor, you will have access to comprehensive planning resources, advanced technology, marketing and business development support, and a collaborative advisor culture.
Develop and maintain long-term client relationships, conduct comprehensive financial reviews, identify planning opportunities, deliver customized recommendations, and participate in advanced training, leadership development, and mentorship opportunities.
If you're a relationship-focused, entrepreneurial, growth-minded, community-oriented, coachable, and professionally driven advisor committed to client success, you may thrive at SFC. You'll have opportunities for long-term growth, leadership development, and succession planning support.
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Company
Finance • Healthcare
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.