Financial Advisor - Training Provided

True Path Financial

$50K — $150K *
US-AnywhereRemote in San Diego, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent work experience
  • Excellent communication and relationship-building skills
  • Integrity and strong work ethic
  • Business-minded spirit
  • Confidence and resilience

Responsibilities

  • Conduct comprehensive financial needs analyses and develop personalized strategies
  • Provide advice on a range of financial products and services
  • Stay updated on industry trends and regulatory changes
  • Build and maintain strong client relationships through exceptional service
  • Actively prospect and generate new business opportunities

Benefits

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance
Full Job Description
Description

Financial Advisor (Entry Level or Experienced) Training Provided

This position is not fully remote.
  • Job Types: Full-time, Contract
  • Pay: $50,000 - $150,000 per year
  • Compensation Package: Commission pay
  • Ability to Commute: Los Angeles, CA
  • Ability to Relocate: Los Angeles, CA: Relocate before starting work
  • Work Location: Hybrid remote in Los Angeles, CA


Benefits:
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance


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.

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.

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