Entry-Level Financial Advisor

Overview Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support 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. Seniority level Entry level Employment type Full-time Job function Sales, General Business, and Education Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing #J-18808-Ljbffr Wisepath Financial Group