Financial Advisor Training Provided

True Path Financial; Kalispell (MT); On-site; 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

Retirement plan

Vision insurance

Job summary

A financial advisory firm is looking for a Financial Advisor in Kalispell, MT. This role offers the opportunity to guide clients towards financial security through personalized strategies. Candidates should possess strong communication skills, integrity, and a Bachelor’s degree or equivalent experience. The position offers a competitive salary with benefits and a hybrid work arrangement.

Qualifications

• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and strong work ethic.

Responsibilities

• Conduct comprehensive financial needs analysis.
• Provide advice on financial products and services.
• Maintain strong relationships with clients.

Skills

Communication skills

Integrity

Strong work ethic

Business-minded spirit

Confidence

Resilience

Education

Bachelor's Degree or equivalent work experience

Job description

Overview

Have you ever considered a career where you can truly make a positive impact on people’s lives? Picture yourself in a role where you guide individuals and families toward financial security—helping them plan for their children’s education, manage significant expenses like mortgages and healthcare, and prepare for a comfortable retirement. As a Financial Advisor, you’ll have the chance to build meaningful client relationships, enjoy the flexibility of an independent career, and tap into the potential for unlimited income—all while supporting others through life’s major milestones and unexpected challenges. Whether you’re transitioning into a new career, expanding your current practice, or just starting out, we offer the training, support, and comprehensive product portfolio to set you up for success.

Responsibilities

• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients\' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

• Bachelor\'s Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and Strong Work Ethic.
• Business-Minded Spirit.
• Confidence and Resilience.

Competitive Advantages

• Extensive professional development, training, and mentoring programs.
• Industry leader with excellent financial strength and impeccable integrity.
• Innovative market development tools.
• State-of-the-art financial analysis software.
• Flexibility to balance career and personal needs.
• Excellent compensation and benefits.

Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote.

Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC134244(0623)1 Recruiting Purposes Only.

Compensation & Benefits

• Job Types: Full-time, Contract
• Pay: $50,000 - $150,000 per year
• Benefits: 401(k), Dental insurance, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Retirement plan, Vision insurance
• Compensation Package: Commission pay
• Work Location: Hybrid remote in Kalispell, MT 59901
• Relocation/Commute: Kalispell, MT 59901: Relocate before starting work (Preferred)