Entry-Level Financial Advisor — Flexible, Remote Training

True Path Financial; Irvine (CA); Hybrid; USD 50,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule with remote options

Full benefits package

Training stipend and bonuses

Company-sponsored travel

Sponsorship for licenses

Job summary

True Path Financial is seeking highly motivated individuals for the role of Financial Services Representatives. This position offers flexible scheduling, training, and comprehensive benefits, including health and retirement options. No prior financial experience is needed, as we provide extensive training to ensure your success in helping clients with financial solutions.

Employees will engage in structured mentorship and have opportunities for career growth and development, all while working in a supportive team environment.

Qualifications

• Must be authorized to work in the U.S.
• No prior financial experience required; training provided.
• Experience in leadership or achievement preferred.

Responsibilities

• Utilize marketing tools to grow client base.
• Maintain compliance with industry regulations.
• Attend hybrid meetings for team collaboration.
• Work with clients to assess financial needs.
• Participate in coaching and mentorship programs.

Skills

Strong interpersonal and communication skills

Strong work ethic

Motivation and competitive mindset

Job description

True Path Financial is seeking highly motivated individuals for the role of Financial Services Representatives. This position offers flexible scheduling, training, and comprehensive benefits, including health and retirement options. No prior financial experience is needed, as we provide extensive training to ensure your success in helping clients with financial solutions.

Employees will engage in structured mentorship and have opportunities for career growth and development, all while working in a supportive team environment.