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Financial Advisor

  2025-10-21     Wisepath Financial Group     Norman,OK  
Description:

Join to apply for the Financial Advisor role at Wisepath Financial Group

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Join to apply for the Financial Advisor role at Wisepath Financial Group

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 tripsno 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

What Youll Do

  • 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 SFCs ethical culture
  • Grow the Brand Share best practices and collaborate with peers to elevate the client experience firm-wide

What Youll Need

  • Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
  • Experience: Proven success in financial servicesor 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: Bachelors 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 chairmans 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
Apply Today

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.

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Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales
  • Industries

    Internet Publishing

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