Entry Level Financial Advisor
Wisepath Group - Tulsa, Oklahoma, United States, 74145
Work at Wisepath Group
Overview
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Overview
Strategic Financial Concepts (SFC)
is seeking an
Entry-Level Financial Advisor
to join our rapidly growing team. Backed by a
Fortune 500-level infrastructure , we equip you with the resources, mentorship, and flexibility needed to thrive in a
performance
-based
environment.
Why Join SFC?
Unlimited Earning Potential - Enjoy residual income, additional bonuses, and incentives. Fortune 500 Support - Leverage big-firm credibility, brand recognition, and robust marketing tools. Collaboration & Mentorship - Work alongside experienced advisors, receive hands-on training, and accelerate your growth. Flexibility & Autonomy - Build your own schedule and maintain work-life balance. Comprehensive Benefits - Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more.
Key Responsibilities
Lead Generation & Qualification
Prospect new sales leads via calls, emails, and networking. Engage potential clients, qualifying them for further financial discussions.
Relationship Building
Stay in contact with existing prospects to foster trust and
brand awareness . Request referrals and follow up on qualified leads in coordination with senior advisors.
Client Support & Education
Respond to client inquiries, identify needs, and suggest potential solutions or services. Coordinate in-person meetings or calls between new clients and Financial Advisors.
Collaborate with Financial Advisors
Be the point person for lead flow and handoffs to senior advisors. Participate in joint work opportunities to develop your industry knowledge and client-service skills.
Channel Partner Outreach
Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach.
Qualifications
Education:
BS in Marketing, Business Administration, or related field (preferred)
Experience & Skills:
1+ year of sales or finance experience (preferred) Hands-on familiarity with
CRM software
and
MS Excel Comfortable with
cold calling
and other prospecting techniques Strong communication skills and an understanding of
sales performance metrics
Licensing:
Life & Health Insurance Licenses (preferred, or willingness to obtain)
Benefits & Perks
Unlimited Earning Potential
with commission, residual income, and bonus structures Financial Assistance
for new advisors (licensing sponsorship, designations) W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, and Life/Disability Insurance National Recognition Programs
(business conferences, Chairman's trips) Marketing & Sales Support
plus ongoing mentorship from seasoned advisors Flexible Work Schedule
and advancement opportunities Access to a Proprietary, Economic-Based Financial Planning Tool
About Strategic Financial Concepts
At SFC, our mission is simple: "Our goal is your success." We're committed to providing
integrated financial solutions -from
insurance
and
investments
to
retirement
and
estate planning -while equipping our advisors with top-tier training, technology, and support. If you have the
energy ,
tenacity , and
passion
to excel in the financial services industry, we want to help you grow.
Ready to take the first step? Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential. Apply now
to become part of our SFC family!