What are the responsibilities and job description for the Financial Advisor - Training Provided position at True Path Financial?
Financial Advisor (Entry-Level or Experienced)
Build a Career with Purpose. Create Your Own Success.
At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others.
As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry-leading training, mentorship, and resources designed to help you succeed.
This is more than a job—it's an opportunity to build your own career with the support of an established organization committed to your growth.
What You'll Do
- Build and maintain long-term client relationships
- Help clients identify financial goals and develop personalized strategies
- Educate clients on a variety of financial and insurance solutions
- Expand your network through referrals, community involvement, and professional relationships
- Participate in ongoing training, mentorship, and professional development opportunities
- Develop a practice that reflects your strengths, interests, and career goals
Why Join True Path Financial?
- Comprehensive training and mentorship program
- Clear path for career advancement and professional growth
- Access to innovative planning tools and technology
- Flexible schedule with hybrid work opportunities
- Business-minded environment with the support of an established firm
- Collaborative team culture focused on personal and professional success
- Competitive compensation with upside earning potential
Compensation
$50,000 – $150,000 per year
- Commission-based compensation
- Performance incentives and bonus opportunities
- Income potential based on production and business growth
Benefits
- 401(k)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Flexible Schedule
- Professional Development Assistance
- Referral Program
- Retirement Plan
Job Details
Job Type: Full-Time, Contract
Work Location: Hybrid (Kalispell, MT)
Relocation: Preferred but not required
Schedule: Flexible
This position is not fully remote and may require in-person client meetings, training, and office collaboration.
Salary : $50,000 - $150,000