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True Path Financial and Insurance Services · 1 day ago

Financial Advisor (Entry Level or Experienced)

Kalispell, MT

Full-time

Hybrid

Entry, Mid Level

$50K/yr - $150K/yr

True Path Financial and Insurance Services is dedicated to helping individuals navigate their financial journeys. They are seeking a Financial Advisor who will partner with clients to support education planning, manage major financial decisions, and build strategies for long-term financial security and retirement.

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Responsibilities

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

Make a meaningful impact on clients’ lives

Qualification

Financial decision managementEducation planningLong-term strategy developmentPersonalized mentorshipClient partnershipRelationship buildingAutonomyMeaningful impact