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Financial Advisor

Financial Advisor

Wisepath GroupGreeley, CO, US
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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.
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