What are the responsibilities and job description for the Financial Advisor- Training Provided position at True Path Financial?
A Career Filled With Possibilities
Have you ever considered a career where you help others prepare for life and unexpected moments?
One that helps clients reach their financial goals so their children are able to attend college; so mortgage and medical expenses are able to be paid; and so their retirement dreams are fulfilled. Whether you’re thinking about a career change, looking to expand your practice, completely starting fresh - we offer all of the start-up support/resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential.
Desired Skills & Qualifications:
- Bachelor's Degree or equivalent in work experience.
- Excellent communication and relationship building skills.
- Integrity and Strong Work Ethic.
- Entrepreneurial Spirit.
- Confidence and Resilience.
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.
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
True Path Financial 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 our clients achieve success in a changing world through the accumulation and protection of wealth.
**This position is not remote or hybrid. You must be able to commute to Irvine (92614)**
Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 949-328-1048. True Path Financial and Insurance Services 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.
Job Type: Full-time
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
Salary : $50,000 - $150,000