Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Entry-Level Financial Advisor

Wisepath Financial Group

Overview Entry-Level Financial Advisor – Remote / Hybrid 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? Strategic Financial Concepts – Your success starts here. #J-18808-Ljbffr Wisepath Financial Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Entry-Level Financial Advisor in Broken Arrow, OK vacancy
  • Career Headhunter LLC is seeking an Entry-Level Financial Advisor to join its team. This position involves providing financial planning and insurance advisory services, along with prospecting and client acquisition. Candidates should possess strong communication skills... 
    Entry level
    Remote job

    Career Headhunter LLC

    Broken Arrow, OK
    1 day ago
  • A leading financial advisory firm in the United States is seeking an Entry-Level Financial Advisor for a hybrid or remote role. In this position, you'll generate and qualify leads, build strong client relationships, and support their financial needs with various insurance... 
    Entry level
    Remote job

    Wisepath Financial Group

    Broken Arrow, OK
    2 days ago
  • $80k

    A leading financial services firm in Tulsa, Oklahoma, is seeking an Entry-Level Financial Advisor to help families achieve their financial goals. You will receive training in marketing and customer relationship management. This position allows you to take control of your... 
    Entry level

    New York Life Insurance Company

    Tulsa, OK
    3 days ago
  • $80k

     ...traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career... 
    Entry level

    New York Life Insurance Company

    Tulsa, OK
    4 days ago
  • $60k - $120k

    Career Headhunter LLC is looking for an Entry-Level Financial Advisor to provide financial planning and advisory services. This full-time position, with a salary range of $60,000 - $120,000, includes a commission-based structure and potential performance bonuses. Responsibilities... 
    Entry level
    Remote job
    Full time
    Flexible hours

    Career Headhunter LLC

    Tulsa, OK
    13 hours ago
  • $50k - $70k

    Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle...  ...your success is our strategy. Seniority Level Entry level Employment Type Full-time Job Function... 
    Entry level
    Full time
    Work at office
    Remote work
    Flexible hours

    Wisepath Financial Group

    Tulsa, OK
    2 days ago
  •  ...The Broken Arrow Economic Development Corporation is seeking an Entry Level position within the production department. This role involves hands-on labor and training to understand assembly and installation of hydraulic and mechanical systems. Responsibilities include overseeing... 
    Entry level
    Work at office

    The Broken Arrow Economic Development Corporation

    Broken Arrow, OK
    1 day ago
  • A financial services firm in Tulsa is seeking an entry-level Financial Advisor to build an independent practice utilizing Fortune 500 resources. You’ll leverage your client relationships to drive uncapped earnings through a commission structure. The ideal candidate will... 
    Entry level
    Flexible hours

    Wisepath Financial Group

    Tulsa, OK
    2 days ago
  • A medical center in Oklahoma seeks a Financial Counselor to provide excellent customer service to patients. This entry-level role requires a High School Diploma or GED, along with 1-3 years of relevant experience. Responsibilities include addressing patient inquiries over... 
    Entry level

    Oklahoma State University Medical Center

    Tulsa, OK
    13 hours ago
  • State Employees' Credit Union is looking for a Financial Advisory Services Representative to support existing member relationships and assist with financial empowerment initiatives. This entry-level role requires obtaining life insurance licensing and involves responsibilities... 
    Entry level

    State Employees' Credit Union

    Tulsa, OK
    3 days ago
  •  ...Financial Solutions Advisor - Tulsa Market Broken Arrow, Oklahoma;Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma...  ...-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Broken Arrow, OK
    5 days ago
  •  ...Bank of America is looking for a Financial Advisor in Broken Arrow, Oklahoma. In this role, you will provide clients with comprehensive financial advice and solutions, helping them achieve their financial goals. Responsibilities include working on financial plans, client... 
    Monday to Friday

    Bank of America

    Broken Arrow, OK
    2 hours ago
  • Overview Join to apply for the Financial Counselor role at Oklahoma State University Medical Center . Responsibilities Under the direction...  ...or GED Experience: 1-3 Years Employment details Seniority level: Entry level Employment type: Full-time Job function: Finance and... 
    Entry level
    Full time
    Work at office

    Oklahoma State University Medical Center

    Tulsa, OK
    2 days ago
  •  ...A dynamic financial services agency in the United States is seeking passionate individuals for a role focused on securing families' financial well-being. This position offers a flexible work-from-home option, allowing for a balance between personal and professional life... 
    Weekly pay
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Broken Arrow, OK
    1 day ago
  •  ...Opportunity Employer Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path....  ...experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered... 
    Entry level
    Full time
    Flexible hours

    City National Bank

    Tulsa, OK
    4 days ago
  • A financial services agency is looking for passionate individuals to assume a vital role in securing families' financial well-being. In this position, you'll conduct virtual consultations, assess client needs, and cultivate lasting client relationships, while enjoying the... 
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    Broken Arrow, OK
    13 hours ago
  • Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Broken Arrow, OK
    2 days ago
  •  ...still going on . The effect of this has led hundreds of thousands of laid off Tech employees competing with existing Jobseekers. Entry level Job seekers struggle to get responses to their applications, are getting ghosted after interviews. In such a scenario the Job... 
    Entry level
    Full time
    H1b
    Remote work

    SynergisticIT

    Broken Arrow, OK
    3 days ago
  •  ...About the Role: We are seeking motivated individuals to join our growing remote team as an Employee Benefits Specialist. This is an entry-level opportunity designed for candidates who are eager to learn the fundamentals of protecting employees, work directly with members,... 
    Entry level
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Broken Arrow, OK
    1 day ago
  •  ...and ongoing mentorship. Ideal candidates should possess strong customer service skills and be self-motivated. No prior travel experience is necessary, making it a perfect entry-level position for those interested in the travel industry. #J-18808-Ljbffr Hopesglobalgetaways
    Entry level
    Remote job
    Flexible hours

    Hopesglobalgetaways

    Broken Arrow, OK
    2 days ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Broken Arrow, OK
    1 day ago
  •  ...A financial services agency is looking for passionate and motivated individuals for a role that offers work from home and flexible schedules. The position involves conducting virtual consultations, assessing clients' needs, and fostering ongoing client relationships. This... 
    Weekly pay
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Broken Arrow, OK
    1 day ago
  •  ...is the weekends, - So, we’ll ask you to be available to work some weekends and some holidays Shift Supervisor Requirements: Entry level, no experience required Must have a positive and friendly attitude Teens welcome but must be 16 years old + We are a... 
    Entry level
    Weekly pay
    Immediate start
    Flexible hours
    Shift work
    Weekend work

    Waffle House

    Broken Arrow, OK
    13 hours ago
  • $2,200 - $3,000 per week

     ...A logistics company in the United States is seeking motivated individuals for the role of Entry-Level Freight Dispatcher. This remote position offers a competitive income potential of $2,200 to $3,000 weekly. Ideal candidates will have dispatching experience and negotiation... 
    Entry level
    Start working today
    Remote work

    American Logistics Authority

    Broken Arrow, OK
    4 days ago
  • $2,200 - $3,000 per week

     ...A logistics company is hiring an Entry-Level Freight Dispatcher for a remote position with the potential to earn between $2,200 and $3,000 weekly. The role requires negotiating freight rates and handling various dispatching tasks while providing support to drivers. Candidates... 
    Entry level
    Immediate start
    Remote work

    American Logistics Authority

    Broken Arrow, OK
    4 days ago
  • $8,000 per month

     ...logistics company is seeking Freight Dispatchers (Experienced & Entry-Level) to work from home, offering the potential to earn $8,000 to $...  ...and eager to take control of your earnings, this opportunity could be your next step toward financial freedom. #J-18808-Ljbffr
    Entry level
    Remote work
    Work from home

    American Logistics Authority

    Broken Arrow, OK
    1 day ago
  • A manufacturing company in Tulsa, Oklahoma is looking for an entry-level assembly mechanic. This role involves performing basic assembly tasks with supervision, using hand and assembly tools, and ensuring cleanliness in the work area. Candidates should have basic mechanical... 
    Entry level

    Precision Castparts Corp. (PCC)

    Tulsa, OK
    13 hours ago
  • $99k - $232k

     ...Technology Consulting practice, you will enable clients to optimize financial processes, improve financial reporting, and achieve their...  ...by law.? PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship... 
    Entry level
    Full time
    H1b

    PwC

    Tulsa, OK
    3 days ago
  • $16 - $20 per hour

    ProSource is seeking a Technician Apprentice or Entry-Level AV Technician in Tulsa, Oklahoma. This role involves tasks such as mounting TVs, handling low-voltage wiring, and assisting experienced technicians with installations. Ideal candidates have some hands-on experience... 
    Entry level
    Apprenticeship

    ProSource

    Tulsa, OK
    2 days ago
  •  ...Oklahoma-Tulsa-Broken Arrow-Broken Arrow OK Work Locations: Broken Arrow OK 3612 S. Elm Place Broken Arrow 74011 Job: Retail Associate Schedule: Regular Shift: Standard Employee Status: Entry Level Job Type: Part-time Job Level: Day Job Ross Stores
    Entry level
    Part time
    Shift work

    Ross Stores

    Broken Arrow, OK
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Financial Advisor. Be the first to apply!