Financial Advisor

True Path Financial and Insurance Services; Kalispell (MT); On-site; USD 50,000 - 150,000; Full time

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

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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