True Path Financial and Insurance Services · 2 weeks ago
Financial Advisor - Training Provided
San Diego, CA
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $150K/yrTrue Path Financial and Insurance Services is a diversified financial services organization, and they are seeking a Financial Advisor to cultivate lasting client relationships and guide individuals through their financial lives. The role offers significant earning potential and the freedom to direct one's professional path while providing tailored financial solutions to clients.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Cultivate lasting client relationships
Enjoy the freedom that comes with directing your own professional path
Tap into significant earning potential
Guide individuals through every phase of their financial lives
Qualification
Required
Ability to Commute: Riverside, CA
Ability to Relocate: Riverside, CA: Relocate before starting work
Job Types: Full-time, Contract
Compensation Package: Commission pay
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
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