Financial Advisor

True Path Financial

Financial Advisor

Kalispell, MT +1 location
Paid
  • Responsibilities

    Financial Advisor - Training Provided Looking for a career where you can truly make a difference? As a Financial Advisor, you will play a vital role in helping individuals and families navigate life’s most important financial decisions—from preparing for major milestones to managing unexpected challenges. Your expertise will empower clients to achieve their long-term financial goals, whether that includes saving for education, managing healthcare or housing expenses, or planning for a secure and fulfilling retirement. This opportunity is more than just a career—it’s a chance to make a meaningful impact in your community by building lasting client relationships and delivering trusted financial guidance. Whether you're starting a new career, expanding your existing practice, or transitioning from another profession, we offer comprehensive training, robust support, and a full suite of financial products to ensure your success from day one. Enjoy: • Career independenceUpside income potential • The satisfaction of helping others achieve financial peace of mind Take control of your future while helping others secure theirs. Your rewarding career in financial services starts here. 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. 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 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 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