Financial Advisor
Wisepath Financial Group
Financial Advisor – Build an Independent Practice with Fortune‑500‑Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts 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. Edmond, OK $41,204.80‑$80,000.00 4 weeks ago #J-18808-Ljbffr
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- ...interpersonal skills, at least 1 year of customer service experience, and can thrive in a fast-paced environment. Benefits include a $1,000 welcome bonus, competitive pay, and 401(k) match. Join our team and help empower our community with financial solutions. #J-18808-Ljbffr...
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$1,000 per month
...years and was ranked the #1 Credit Union in Oklahoma by Forbes in 2020-2021. We're committed to our local communities, providing financial education, and supporting local organizations. We remain passionate about the credit union philosophy of "People Helping People" and...Temporary workLocal areaMonday to FridayFlexible hoursAfternoon shiftEarly shift- JPMorgan Chase & Co. is hiring a Private Client Investment Associate in Yukon, Oklahoma. This role focuses on supporting Private Client Advisors with operational marketing and client service requirements. The ideal candidate will assist in managing client relationships,...
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$50 - $60 per hour
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