Financial Advisor Training Provided - San Diego - True Path Financial

    True Path Financial
    True Path Financial San Diego

    1 week ago

    $500,000 - $1,500,000 (USD) per year
    Description


    As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected.

    Through personalized strategies, you'll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement.

    Whether you're launching your career, expanding an existing practice, or transitioning from another profession, you'll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success.

    Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.


    Competitive Advantages:

    • Comprehensive training programs, dedicated mentorship, and clear pathways for professional growth
    • Be part of a financially stable, respected industry leader built on strong ethical values
    • Innovative tools and resources to expand your reach and strengthen client connections
    • Sophisticated financial planning and analysis technology to support top performance
    • Flexible work structure designed to promote work-life balance
    • Attractive compensation package complemented by comprehensive benefits True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. 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:
    Riverside, CA

    Ability to Relocate:
    Riverside, CA: Relocate before starting work

    Work Location:
    Hybrid remote in Riverside, 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

    Compensation:
    $50,000 - $150,000+ at plan commission


    • 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
    .


    Compensation:
    $50,000-$150,000 per year
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