Entry-Level Financial Advisor
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. Powered by JazzHR RwinU81llc