Hybrid Financial Advisor - Growth, Training and Impact

True Path Financial; San Diego (CA); Híbrido; USD 50.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Excellent communication

Relationship building

Integrity

Strong work ethic

Business-minded spirit

Confidence

Resilience

Educación

Bachelor's Degree or equivalent in work experience

Descripción del empleo

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.