EntryLevel Financial Advisor

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

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—including those new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. We can only consider applicants authorized to work in the United States.

What you will receive

• Flexible schedule with remote and in‑person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance‑based bonuses.
• Company‑sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.

Responsibilities

• Utilize marketing tools and resources to grow your client base.
• Maintain compliance with industry regulations and licensing requirements.
• Attend hybrid meetings, including in‑person team collaboration, as required.
• Work with clients to assess financial needs and develop personalized strategies.
• Participate in structured coaching and mentorship programs.

Qualifications

• Must be authorized to work in the U.S.
• Highly motivated with a strong work ethic.
• Strong interpersonal and communication skills.
• No prior financial experience required; comprehensive training is included.
• Competitive mindset with a history of leadership or achievement.

Compensation

$50,000 – $150,000+ at plan commission per year.