Financial Advisor

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

Benefits offered by this job

401(k)

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

Job summary

True Path Financial is seeking a Financial Advisor in Irvine, CA for a contract role with a hybrid work setup. You will analyze client needs, propose diversified financial strategies, and support clients in planning for long-term goals and life events.

You will advise on life insurance, annuities, retirement plans, and tax strategies while building strong client relationships and generating new business through networking and referrals.

Qualifications

• Bachelor's Degree or equivalent work experience.
• Excellent communication and relationship-building skills.
• Integrity and a strong work ethic.
• Entrepreneurial spirit.
• Confidence and resilience.

Responsibilities

• Conduct comprehensive financial needs analysis and create personalized strategies.
• Advise on a broad range of financial products and services including life insurance, annuities, retirement plans, and tax planning strategies.
• Stay current on industry trends, market conditions, and regulatory changes.

Skills

Excellent communication

Relationship building

Integrity

Entrepreneurial spirit

Confidence and resilience

Education

Bachelor's Degree or equivalent

Job description

True Path Financial is seeking a Financial Advisor to support clients as they work toward long-term goals and prepare for life’s unexpected moments. In this contract role based in Irvine, CA (hybrid), you will analyze client needs, propose diversified financial strategies, and help clients navigate a range of planning decisions.

What you will do

• Conduct comprehensive financial needs analysis and create personalized strategies aligned with clients’ objectives.
• Advise on a broad range of financial products and services, including life insurance, annuities, retirement plans, and tax planning strategies.
• Stay current on industry trends, market conditions, and regulatory changes to ensure recommendations remain accurate and up to date.
• Build and maintain strong client relationships through regular communication and high-quality service to support clients in meeting their financial goals.
• Prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

• Bachelor's Degree or equivalent work experience.
• Excellent communication and relationship-building skills.
• Integrity and a strong work ethic.
• Entrepreneurial spirit.
• Confidence and resilience.

Compensation

The salary range for this position is USD 50,000 - 150,000 per year.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Competitive advantages

• Extensive professional development, training, and mentoring programs.
• Industry leader with strong financial standing and a focus on integrity.
• Innovative market development tools.
• State-of-the-art financial analysis software.
• Flexibility designed to help balance career and personal needs.
• Excellent compensation and benefits.