Financial Advisor (Entry-Level or Experienced) Build a Career with Purpose. Create Your Own Success. At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others. As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry-leading training, mentorship, and resources designed to help you succeed. This is more than a job—it's an opportunity to build your own career with the support of an established organization committed to your growth. What You'll Do • Build and maintain long-term client relationships • Help clients identify financial goals and develop personalized strategies • Educate clients on a variety of financial and insurance solutions • Expand your network through referrals, community involvement, and professional relationships • Participate in ongoing training, mentorship, and professional development opportunities • Develop a practice that reflects your strengths, interests, and career goals Why Join True Path Financial? • Comprehensive training and mentorship program • Clear path for career advancement and professional growth • Access to innovative planning tools and technology • Flexible schedule with hybrid work opportunities • Business-minded environment with the support of an established firm • Collaborative team culture focused on personal and professional success • Competitive compensation with upside earning potential Compensation $50,000 – $150,000+ per year • Commission-based compensation • Performance incentives and bonus opportunities • Income potential based on production and business growth Benefits • 401(k) • Health Insurance • Dental Insurance • Vision Insurance • Life Insurance • Flexible Schedule • Professional Development Assistance • Referral Program • Retirement Plan Job Details Job Type: Full-Time, Contract Work Location: Hybrid (Kalispell, MT) Relocation: Preferred but not required Schedule: Flexible This position is not fully remote and may require in-person client meetings, training, and office collaboration. 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. 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.