Financial Advisor

True Path Financial

Financial Advisor

Kalispell, MT +1 location
Full Time
Paid
  • Responsibilities

    Financial Advisor - Training Provided As a Financial Advisor, you’ll guide individuals and families through some of life’s most important financial decisions—from planning for major milestones to navigating unexpected challenges. Your expertise will help clients confidently pursue their long-term goals, whether that involves saving for education, managing healthcare or housing expenses, or preparing for a secure and fulfilling retirement. Whether you're launching a new career, expanding your current practice, or transitioning from another field, you’ll benefit from comprehensive training, dedicated support, and access to a full suite of financial products designed to help you succeed from day one. Take control of your future while helping others secure theirs. Your rewarding career in financial services starts here. Competitive Advantages: • Comprehensive training, mentoring, and professional development opportunities • A financially strong, industry-leading organization known for its integrity • Cutting-edge tools to support market development and client outreach • Advanced financial analysis technology to enhance your practice • Flexibility to maintain a healthy balance between work and personal life • Attractive compensation package and robust benefits True Path Financial 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 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 Benefits: • 401(k) • Dental insurance • Flexible schedule • Health insurance • Life insurance • Professional development assistance • Referral program • Retirement plan • Vision insurance 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.

  • Compensation
    $50,000-$150,000 per year
  • Locations
    Riverside, CA • Kalispell, MT