Hybrid Financial Advisor for Wealth Planning & Growth

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 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.