Financial Advisor - Training Provided

About the role

As a Financial Advisor at True Path Financial, you will work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence.

Responsibilities

• 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

Requirements

• Strong interpersonal and communication skills
• Ability to manage multiple clients and projects simultaneously
• Passion for helping others achieve financial security
• Experience in financial services or related field preferred, but not required

Qualifications

• Bachelor’s degree in finance, economics, or a related field
• Proven ability to build and maintain strong client relationships
• Knowledge of financial planning principles and practices

Skills

• Strong analytical and problem-solving skills
• Excellent organizational and time management skills
• Effective written and verbal communication skills
• Ability to work independently and as part of a team

Benefits

• 401(k)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Schedule
• Professional Development Assistance
• Referral Program
• Retail Plan

Pay

$50,000 - $150,000+ per year, with commission-based compensation and performance incentives.

Schedule

Flexible schedule with hybrid work opportunities.