Wisepath Group: Financial Advisor

Headquarters: Remote URL: http://wisepathgroup.com

About the Role

Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Wisepath Financial Group, DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid

Why Advisors Choose SFC

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.

Responsibilities

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.

Requirements

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.

What We Provide

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.

To Apply

https://weworkremotely.com/remote-jobs/wisepath-group-financial-advisor

Financial Advisor at Wisepath Group