Financial Advisor - Training Provided

Description

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.

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.
• Integrity and Strong Work Ethic.
• Business-Minded Spirit.
• Confidence and Resilience.