FINANCIAL ADVISOR (ENTRY-LEVEL)

Wisepath Financial GroupLake Hiawatha, NJ

$60,000 - $120,000 / year

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Overview

Schedule

Flexible-schedule

Full-time

Career level

Entry-level

Remote

Hybrid remote

Compensation

$60,000-$120,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVELOCATION: Remote / Hybrid, United StatesJOB TYPE: Full-TimeSALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)ABOUT THE ROLEWe are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.RESPONSIBILITIES

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
Support portfolio implementation including mutual funds and insurance products
Maintain client relationship management (CRM) records
Ensure regulatory compliance and documentation standards
Participate in licensing preparation and professional development
Deliver ongoing client service and relationship management

REQUIRED QUALIFICATIONS

High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition
Basic proficiency with CRM software and Microsoft Office

PREFERRED QUALIFICATIONS

Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
1+ year of experience in sales, banking, insurance, financial services, or customer service
Active Life and Health Insurance license
Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
Interest in Certified Financial Planner (CFP) track

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

ABOUT THE COMPANYThe company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.EQUAL OPPORTUNITY EMPLOYER STATEMENTWe are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.

Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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FAQs About FINANCIAL ADVISOR (ENTRY-LEVEL) Jobs at Wisepath Financial Group

What is the work location for this position at Wisepath Financial Group?

This job at Wisepath Financial Group is located in Lake Hiawatha, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Wisepath Financial Group?

Candidates can expect a pay range of $60,000 and $120,000 per year.

What employment applies to this position at Wisepath Financial Group?

Wisepath Financial Group lists this position under the following employment categories:

Flexible-schedule
Full-time

What experience level is required for this role at Wisepath Financial Group?

Wisepath Financial Group is looking for a candidate with "Entry-level" experience level.

What is the process to apply for this position at Wisepath Financial Group?

You can apply for this role at Wisepath Financial Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.