Financial Advisor

Wisepath Group
Tulsa, OK
Category Finance
Job Description
Build an independent practice with Fortune 500 resources as a Financial Advisor at Strategic Financial Concepts. Enjoy flexible work arrangements, uncapped earnings, and a holistic planning platform.

Requirements

  • 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

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
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