Financial Advisor
$50k - $150kTrue Path Financial
True Path Financial is seeking a Financial Advisor to support clients as they work toward long-term goals and prepare for life’s unexpected moments. In this contract role based in Irvine, CA (hybrid) , you will analyze client needs, propose diversified financial strategies, and help clients navigate a range of planning decisions.
What you will do
- Conduct comprehensive financial needs analysis and create personalized strategies aligned with clients’ objectives.
- Advise on a broad range of financial products and services, including life insurance , annuities , retirement plans , and tax planning strategies .
- Stay current on industry trends, market conditions, and regulatory changes to ensure recommendations remain accurate and up to date.
- Build and maintain strong client relationships through regular communication and high-quality service to support clients in meeting their financial goals.
- Prospect and generate new business opportunities through networking , referrals , and community involvement .
Qualifications
- Bachelor's Degree or equivalent work experience.
- Excellent communication and relationship-building skills.
- Integrity and a strong work ethic.
- Entrepreneurial spirit.
- Confidence and resilience.
Compensation
The salary range for this position is USD 50,000 - 150,000 per year .
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Competitive advantages
- Extensive professional development, training, and mentoring programs.
- Industry leader with strong financial standing and a focus on integrity.
- Innovative market development tools.
- State-of-the-art financial analysis software.
- Flexibility designed to help balance career and personal needs.
- Excellent compensation and benefits.
Vacancy posted 14 hours ago
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