Wealth Advisor at Wisepath Financial Group in Winston-Salem, NC

WEALTH ADVISOR BUILD THE PRACTICE YOU'VE ALWAYS WANTED Remote / Hybrid Available YOU'VE BUILT A CAREER. NOW BUILD A LEGACY. Most experienced advisors don't leave because they stop believing in the profession. They leave because they outgrow the limitations around them. They become frustrated by compensation structures that don't fully reward their effort. They become tired of product limitations that prevent truly comprehensive planning. They want greater flexibility, stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. WHY EXPERIENCED ADVISORS MAKE THE MOVE Many successful advisors eventually begin asking: • Why am I still operating under restrictive compensation grids? • Why am I limited by solutions that don't always fit my clients' needs? • Why am I spending more time navigating bureaucracy than serving clients? • Why am I building someone else's enterprise instead of creating long-term value for myself? • Why is succession planning rarely a priority? At Strategic Financial Concepts, our mission is simple: OUR GOAL IS YOUR SUCCESS. WHY SFC IS DIFFERENT We believe advisors are business builders, leaders, and trusted professionals. At SFC, you'll have access to: • Comprehensive planning resources • Advanced technology and CRM systems • Marketing and business development support • Collaborative advisor culture • Leadership development opportunities • Long-term growth opportunities • Succession and legacy planning support COMPENSATION PHILOSOPHY We believe advisors should be rewarded for the value they create. WHAT YOU'LL FIND AT SFC: • Uncapped earning potential • Residual income opportunities • Performance incentives • Leadership compensation opportunities • Long-term practice growth Our focus is helping advisors build stronger businesses, deeper client relationships, and lasting enterprise value. BUILD A PRACTICE—NOT JUST A JOB At SFC, advisors are encouraged to: • Build referral networks • Develop centers of influence • Create enterprise value • Mentor future advisors • Build teams • Establish a professional legacy Whether your goal is serving clients independently, building a team, or pursuing leadership opportunities, SFC provides a platform designed to support your vision. SUCCESSION & LEGACY PLANNING We help advisors think beyond next year's production goals. Opportunities include: • Team development • Leadership succession • Practice continuity planning • Client relationship preservation • Multi-generational practice growth For advisors focused on long-term impact and sustainability, succession planning is a critical part of building a successful practice. WHAT YOU'LL DO CLIENT RELATIONSHIP MANAGEMENT • Develop and maintain long-term client relationships • Conduct comprehensive financial reviews • Identify planning opportunities • Deliver customized recommendations FINANCIAL PLANNING • Retirement Planning • Wealth Accumulation Strategies • Protection Planning • Risk Management • Estate Planning Considerations • Business Planning Discussions PRACTICE DEVELOPMENT • Build referral partnerships • Develop centers of influence • Expand your professional network • Strengthen community relationships • Participate in networking events PROFESSIONAL GROWTH • Participate in advanced training • Collaborate with experienced advisors • Leverage planning technology • Develop leadership capabilities COMPREHENSIVE BENEFITS & ADVISOR SUPPORT HEALTH & FINANCIAL BENEFITS • Health Insurance • Dental Insurance • Vision Insurance • Life Insurance • Disability Insurance • 401(k) with 6% Company Match PROFESSIONAL DEVELOPMENT • Leadership Development Programs • Advanced Planning Training • Mentorship Opportunities • Continuing Education Support GROWTH RESOURCES • Marketing Support • Business Development Resources • CRM Technology • Planning Technology • Operational Support RECOGNITION & INCENTIVES • National Recognition Programs • Advisor Awards • Incentive Travel Opportunities CAREER PATH At Strategic Financial Concepts, we believe in creating opportunities for long-term growth and leadership. Wealth Advisor ↓ Senior Wealth Advisor ↓ Managing Advisor ↓ Regional Director ↓ Executive Leadership WHO THRIVES AT SFC? Our most successful advisors are: • Relationship-Focused • Entrepreneurial • Growth-Minded • Community-Oriented • Coachable • Professionally Driven • Committed to Client Success ABOUT STRATEGIC FINANCIAL CONCEPTS Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies. Our advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. READY TO BUILD YOUR LEGACY? If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you. Apply today and discover what your future can look like with Strategic Financial Concepts. We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.