Entry-Level Financial Advisor at Wisepath Group

Baltimore, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jan, 26

Salary

0.0

Posted On

12 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Finance, Communication, Metrics-Driven, Eager to Learn, Cold Outreach, CRM Tools, Relationship Building, Client Support, Networking, Prospecting, Teamwork, Mentorship, Planning, Lead Generation, Referrals

Industry

Financial Services

Description

Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses. Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance. Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips. What You’ll Do Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit. Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors. Support Clients – Address questions, surface needs, and introduce insurance and investment solutions. Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Expand Our Reach – Cultivate channel partners (business owners, associations, community groups). What You’ll Bring Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience). Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession. Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored). We Provide Compensation & Benefits W-2 with 7.5 % FICA 401(k) with 6 % match Medical, dental, vision, life & disability coverage National recognition programs and chairman’s trips Career Launch Package Licensing fees and study materials paid Structured 90-day ramp with dedicated mentor Marketing leads, digital tools, and administrative support Clear pathway to Senior Advisor, Recruiting, or Leadership tracks Your Next Step Ready to turn ambition into a rewarding advisory career? OneLegacy Financial Group – Your success starts here.

Responsibilities

Generate and qualify leads through various channels while building relationships with prospects. Support clients by addressing their questions and introducing suitable insurance and investment solutions.