Financial Advisor - Training Provided

True Path Financial; San Diego (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 San Diego, California. This role involves conducting financial needs analysis, advising clients on various financial products, and building enduring client relationships. The company offers a hybrid work model and is committed to the professional development of its advisors.

Join a passionate team dedicated to helping clients achieve their financial goals while enjoying resources for growth. Competitive compensation ranges from $50,000 to $150,000+, based on commission structure.

Qualifications

• Bachelor's Degree or relevant work experience required.
• Proven communication and relationship-building skills essential.
• Integrity and a strong work ethic are critical.

Responsibilities

• Conduct comprehensive financial needs analysis tailored to clients.
• Advise on varied financial products, including life insurance and retirement plans.
• Stay updated on market trends and regulatory changes.
• Maintain strong client relationships through excellent service.
• Generate new business through networking and community involvement.

Skills

Excellent communication

Relationship building

Integrity

Strong work ethic

Business-minded spirit

Confidence

Resilience

Education

Bachelor's Degree or equivalent in work experience

Job description

Financial Advisor

As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You'll build lasting relationships with clients, guiding them through various stages of their financial journeys with a suite of diverse and innovative financial solutions. Our mission is to provide families with stability and confidence, and you'll be at the forefront of this important work.

We're committed to your growth with comprehensive training and resources to help you succeed. Whether you're new to the field or have experience, you'll find a supportive environment that encourages professional development and personal achievement. Join us to enjoy a career with structured support, potential for substantial earnings, and the satisfaction of helping clients meet their financial goals in an ever-evolving world.

This position is not fully remote.

• Job Types: Full-time, Contract
• Pay: $50,000 - $150,000 per year
• Compensation Package: Commission pay
• Ability to Commute: Los Angeles, CA
• Ability to Relocate: Los Angeles, CA: Relocate before starting work
• Work Location: Hybrid remote in Los Angeles, CA

Benefits

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

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.

Compensation $50,000 - $150,000+ at plan commission About True Path Financial

At True Path Financial, we are proud to be Champions of Financial Freedom helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.

As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group's mission "To Do Good," we are committed to making a positive impact in the communities we serve while helping our clients navigate life's financial milestones.

We're looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we'd love to connect with you!