True Path Financial and Insurance Services · 1 week ago
Financial Advisor -Training Provided
Irvine, CA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $150K/yrTrue Path Financial and Insurance Services is looking for highly motivated individuals to join their team as Financial Advisors. In this role, you will build enduring client relationships and help individuals navigate their financial futures while receiving comprehensive training and mentorship.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Build enduring client relationships
Take ownership of your career
Access significant earning potential
Provide financial solutions to individuals and businesses
Qualification
Required
Highly motivated individuals
Authorized to work in the United States
Preferred
No prior financial experience necessary
Benefits
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
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