Financial Advisor- Training Provided

Description

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.

Job Type: Full-time

Location: Hybrid

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

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance
• Flexible schedule

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, View phone number on click.appcast.io. 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.

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.

Qualifications

Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• CA Life/Health License (Preferred)
• Integrity and Strong Work Ethic.
• Entrepreneurial Spirit.
• Confidence and Resilience.