True Path Financial and Insurance Services · 7 hours ago
Life Insurance Agent - Training Provided
Irvine, CA
Full-time
Onsite
New Grad, Entry LevelTrue Path Financial and Insurance Services is a diverse, rapidly growing financial services firm dedicated to creating and securing legacies for individuals, businesses, and communities. They are seeking a Financial Advisor who will provide clients with financial planning, retirement planning, investment management, and advisory services, while maintaining ongoing client relationships to ensure financial goals are met.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Assessing client financial needs
Developing personalized financial strategies
Maintaining ongoing client relationships to ensure financial goals are met
Qualification
Required
Financial Planning and Retirement Planning skills
Finance, Investments, and Financial Advisory skills
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, or a related field
Preferred
Relevant certifications (e.g., CFP, CFA) are a plus
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