Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

True Path Financial and Insurance Services · 6 days ago

Financial Advisor

True Path Financial and Insurance Services is a global, diversified financial services organization. As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions, helping them work toward long-term goals through personalized strategies.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Partner with individuals and families to navigate important financial decisions at every stage of life
Help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement
Benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success
Build a career that grows with you while making a lasting impact on others

Qualification

Financial planningClient relationship managementFinancial analysisInvestment strategiesCommunication skills

Required

Ability to Commute: Riverside, CA
Ability to Relocate: Riverside, CA: Relocate before starting work
Job Types: Full-time, Contract
Pay: $50,000 - $150,000 per year
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

twittertwitter
company-logo
True Path Financial and Insurance Services provides insurance, financial planning, investment management, and advice services.

Funding

Current Stage
Early Stage

Leadership Team

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