Financial Advisor - Training Provided

True Path Financial

Financial Advisor - Training Provided

Kalispell, MT +4 locations
Full Time
Paid
  • Responsibilities

    A Career Filled With Possibilities A career where you help clients work toward financial stability—supporting them as they plan for their children’s education, navigate mortgage and healthcare costs, and pursue their retirement goals. Whether you’re exploring a new direction, growing your existing practice, or starting fresh, we offer the training, resources, and a wide-ranging product portfolio to help you succeed. As a Financial Advisor, you’ll have the opportunity to build meaningful client relationships, enjoy the independence of running your own career, and tap into unlimited income potential—all while guiding others through life’s planned and unexpected financial milestones. Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. • Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: • Bachelor's Degree or equivalent in work experience. • Excellent communication and relationship-building skills. • Integrity and Strong Work Ethic. • Business-Minded Spirit. • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs. • Industry leader with excellent financial strength and impeccable integrity • Innovative market development tools • State-of-the-art financial analysis software • Flexibility to balance career and personal needs • Excellent compensation and benefits Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000.00 - $150,000.00 per year Benefits: • 401(k) • Dental insurance • Flexible schedule • Health insurance • Life insurance • Professional development assistance • Referral program • Retirement plan • Vision insurance Compensation Package: • Commission pay Ability to Commute: • Riverside, CA Ability to Relocate: • Riverside, CA: Relocate before starting work Work Location: Hybrid remote in Riverside, CA Compensation: $50,000 - $150,000+ at plan commission

    • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. • Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

  • Compensation
    $50,000-$150,000 per year
  • Locations
    Riverside, CA • San Diego, CA • Irvine, CA • Los Angeles, CA • Kalispell, MT