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Entry Level Financial Professional

  • Full Time, onsite
  • Wisepath Financial Group
  • Oklahoma City, United States of America
Salary undisclosed

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Are you eager to start your financial career with a dynamic and supportive team? I’m seeking high-energy, motivated individuals with a passion for the industry and a knack for building relationships.

What You’ll Do:

  • Generate Leads – Prospect new sales leads and connect potential clients to Financial Advisors
  • Manage Accounts – Stay engaged with existing clients, build brand awareness, and request referrals
  • Customer Support – Address client inquiries and suggest financial solutions
  • Build Partnerships – Network and engage new channel partners to grow business opportunities

What We’re Looking For:

  • 1+ year of sales or finance experience
  • Familiarity with CRM software and MS Excel
  • Life & Health Insurance licenses preferred (we’ll help you get them!)

What We Offer:

  • Unlimited earning potential** plus bonuses and residual income
  • Financial assistance for new advisors
  • 401k with 6% match and a comprehensive benefits package (health, dental, vision, life/disability)
  • Flexible work schedule and advancement opportunities
  • National recognition programs, mentorship, and marketing support

Ready to kickstart your career? Come grow with a team that invests in your success!

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