Financial Advisor jobs in United States
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True Path Financial and Insurance Services ยท 4 days ago

Financial Advisor

positionSan Diego, CA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$50K/yr - $150K/yr

True Path Financial is a diversified financial services organization that offers a broad portfolio of financial products and services. As a Financial Advisor, you will cultivate lasting client relationships and guide individuals through every phase of their financial lives while enjoying the freedom of directing your own professional path.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Cultivate lasting client relationships
Guide individuals through every phase of their financial lives

Qualification

Required

Entry Level or Experienced
Ability to Commute: Riverside, CA
Ability to Relocate: Riverside, CA: Relocate before starting work
This position is not fully remote

Benefits

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

Company

True Path Financial and Insurance Services

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True Path Financial and Insurance Services provides insurance, financial planning, investment management, and advice services.
dateFounded in 2017
location
Irvine, California, USA
people-size11-50 employees
web-link
https://www.truepathfinancialpartners.com/

Funding

Current Stage
Early Stage

Leadership Team

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Robert J. Waltos Jr., CLU,ChFC, CASL,MSFS,MSM
Founder and Former Chief Executive Officer
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Jimmy Barnes
Managing Partner
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Company data provided by crunchbase