True Path Financial and Insurance Services · 1 day ago
Financial Advisor
Kalispell, MT
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $150K/yrTrue Path Financial and Insurance Services is focused on providing comprehensive training and personalized mentorship for new and experienced financial advisors. In this role, you will partner with clients to support their financial decisions and strategies for long-term security.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Partner with clients at key moments in their lives—supporting education planning, managing major financial decisions such as homeownership and healthcare, and building strategies for long-term financial security and retirement
Cultivate lasting client relationships
Enjoy the autonomy of an independent practice
Benefit from significant earning potential
Make a meaningful impact on clients’ lives as they move through both significant milestones and life’s more challenging moments
Qualification
Required
Entry Level Or Experienced
Comprehensive training
Personalized mentorship
Ability to partner with clients at key moments in their lives
Support education planning
Manage major financial decisions such as homeownership and healthcare
Build strategies for long-term financial security and retirement
Cultivate lasting client relationships
Enjoy the autonomy of an independent practice
Benefit from significant earning potential
Make a meaningful impact on clients' lives
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