Wisepath Group: Financial Advisor

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.