What are the responsibilities and job description for the Financial Advisor position at Wisepath Financial Group?
Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources
Flexible / Hybrid
Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.
Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.
Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision.
Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth.
Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners.
Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.
Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
Education: Bachelor’s degree or equivalent professional experience.
Compensation & Benefits
W-2 status with 7.5 % FICA
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman’s trips
Practice-Building Tools
End-to-end transition support and marketing concierge
CRM, financial planning, and portfolio management tech stack
In-house product specialists and advanced planning team
Freedom & Flexibility
No product quotas or commission caps
Remote, hybrid, or office options to suit your lifestyle
Clear paths to leadership and equity participation for top performers
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts – where your success is our strategy.