Financial Advisor - in Columbus

Headquarters: Remote
URL: http://wisepathgroup.com

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 trips—no 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 You’ll 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 SFC’s ethical culture.

  • Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.

What You’ll Need

  • Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).

  • Experience: Proven success in financial services—or 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: Bachelor’s 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 Chairman’s 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.

To apply: https://weworkremotely.com/remote-jobs/wisepath-group-financial-advisor

Source weworkremotely

Published 2025-10-29 20:18:43

Job4Travelers

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