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Experienced Financial Advisor

Experienced Financial Advisor

Wisepath GroupTulsa, OK, US
13 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Wisepath Financial Group DBA Strategic Financial Concepts (SFC) Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the chance to provide holistic wealth management solutions backed by a Fortune 500 -level infrastructure?

Tired of restrictive quotas, capped commissions, and limited product portfolios?

Join Strategic Financial Concepts (SFC) , where we address common industry pain points by offering robust marketing support, cutting-edge technology, and an environment that values growth and flexibility.

Why SFC?

Fortune 500 Resources & Stability – Leverage big-firm credibility without sacrificing independence.

Unlimited Earning Potential – Residual income, uncapped commissions, bonuses, and incentives.

Holistic, Purpose-Driven Approach – Offer comprehensive solutions (insurance, investments, retirement, estate) using our economic-based financial planning tool.

Flexible Schedule & Autonomy – Control your client relationships and work-life balance.

Collaborative Culture – Grow through continuous professional development and joint work with seasoned associates.

Key Responsibilities Client Acquisition & Relationship Building – Network, prospect, and maintain trust-based client relationships.

Needs Analysis & Custom Planning – Conduct in-depth fact-gathering to design tailored financial strategies.

Product & Services Implementation – Offer diverse solutions, including insurance, mutual funds, and more.

Ongoing Client Support – Adapt plans as clients’ circumstances and market conditions change.

Compliance & Integrity – Adhere to fiduciary and regulatory standards while upholding SFC’s ethical culture.

Qualifications Licenses :

  • Series 7 / 6, Series 63 / 66, and Life & Health (preferred).

Experience :

  • Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena.

    • Education :

  • BA / BS or equivalent work experience.

    • Skills :

  • Exceptional interpersonal, analytical, and client-focused mindset.

    • Benefits W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, Life / Disability Insurance National Recognition Programs & Chairman’s Trips Flexible Work Schedule & Advancement Opportunities Addressing Common Advisor Pain Points No More Commission Caps :

  • Boost your unlimited earning potential and reap the rewards of your hard work.

    • Extensive Product Portfolio :

  • Offer a broad suite of solutions to fit every client’s needs—no more “one-size-fits-all” constraints.

    • Brand & Marketing Support :

  • Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation.

    • Collaboration & Mentorship :

  • Grow alongside experienced advisors and benefit from a culture of joint work and shared success.

    • Work-Life Balance :

  • Enjoy the freedom to build your schedule around your clients and personal life.
  • About Strategic Financial Concepts Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies —from insurance and investments to retirement and estate planning .
  • We take pride in delivering personalized service to each client and supporting our advisors with the best tools , training , and resources in the industry.
  • If you’re ready to transform your career , make a tangible impact on clients’ financial well-being, and take control of your income , we want to hear from you.

    • Apply today to become part of the SFC family and start building a future that’s both financially and personally rewarding!   Powered by JazzHR