Financial Advisor

True Path Financial and Insurance Services

Kalispell (MT)

On-site

USD 50,000 - 150,000

Full time

14 days+

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Job summary

A financial services company is seeking a Financial Advisor in Kalispell, MT. The role emphasizes helping clients achieve financial well-being through guidance on major life expenses and retirement planning. Candidates can expect significant earning potential and autonomy in their practice. This entry-level position offers comprehensive training and tailored support for professional growth while making a meaningful impact on clients' lives.

Qualifications

Ability to guide clients through pivotal life stages.
Strong client relationship-building skills.
Established practice or willingness to develop one.

Responsibilities

Guide clients in planning for education and major expenses.
Assist clients in preparing for retirement.
Cultivate lasting client relationships.

Job description

Embark on a fulfilling career dedicated to helping individuals and families achieve long-term financial well‑being. In this role, you will guide clients through pivotal life stages—planning for education, navigating major expenses such as mortgages and healthcare, and preparing for a secure and confident retirement. Whether you are launching a new career, expanding an existing practice, or beginning your professional journey, we provide robust training, tailored support, and a comprehensive suite of financial solutions to position you for success.

As a Financial Advisor, you will have the opportunity to cultivate lasting client relationships, enjoy the autonomy of an independent practice, and benefit from significant earning potential—all while making a meaningful impact on clients’ lives as they move through both significant milestones and life’s more challenging moments.

Compensation: $50,000 - $150,000+ at plan commission

Seniority level