What are the responsibilities and job description for the Financial Advisor position at True Path Financial?
Training ProvidedCraft a career centered on helping people secure their long-term financial well-being. In this role, you’ll support clients through major life transitions—from funding their children’s education to handling mortgage and healthcare expenses, and ultimately preparing for retirement. Whether you’re launching a new path, expanding your current practice, or building your career from scratch, you’ll have access to extensive training, robust resources, and a wide range of products designed to fuel your success.As a Financial Advisor, you’ll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential—while making a real difference as you guide individuals through every phase of their financial lives.Mountain Peak Wealth Solutions 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 clients achieve success in a changing world through the accumulation and protection of wealth.This position is not fully remote.Job Types: Full-time, ContractPay: $50,000 - $150,000 per yearCompensation Package: Commission payAbility to Commute: Los Angeles, CAAbility to Relocate: Los Angeles, CA: Relocate before starting workWork Location: Hybrid remote in Los Angeles, CACompensation:$50,000 - $150,000 at plan commissionResponsibilities: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:Desired Skills & 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.About CompanyOur mission is clear: To Do Good in our communities and for the families we serve.For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
Salary : $50,000 - $150,000