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Financial Advisor

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Wisepath Financial Group
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below

Financial Advisor – Build an Independent Practice with Fortune‑500‑Level Resources

Flexible / Hybrid

Why Advisors Choose Strategic Financial Concepts
  • 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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