True Path Financial and Insurance Services · 3 weeks ago
Financial Advisor - Training Provided
Irvine, CA
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $150K/yrTrue Path Financial and Insurance Services is dedicated to helping individuals secure their long-term financial well-being. As a Financial Advisor, you will support clients through major life transitions and cultivate lasting relationships while enjoying the freedom to direct your own professional path.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Support clients through major life transitions
Funding their children’s education
Handling mortgage and healthcare expenses
Preparing for retirement
Cultivate lasting client relationships
Enjoy the freedom that comes with directing your own professional path
Tap into significant earning potential
Qualification
Required
Authorized to work in the United States
Benefits
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
Company
True Path Financial and Insurance Services
True Path Financial and Insurance Services provides insurance, financial planning, investment management, and advice services.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Robert J. Waltos Jr., CLU,ChFC, CASL,MSFS,MSM
Founder and Former Chief Executive Officer
Jimmy Barnes
Managing Partner
Company data provided by crunchbase