Financial Advisor

3 days ago

San Diego, CA, United States True Path Financial Full time
Description

A Career Filled with Possibilities

Build a career that empowers others to achieve lasting financial security. You'll guide clients through key life milestones-planning for their children's education, managing mortgage and healthcare costs, and preparing for retirement. Whether you're starting fresh, growing an existing practice, or building your career from the ground up, we offer comprehensive training, powerful tools, and a diverse suite of products to help you succeed.

As a Financial Advisor, you'll have the opportunity to develop long-term client relationships, enjoy the independence of running your own career, and benefit from strong earning potential-all while making a meaningful impact by helping people navigate every stage of their financial journey.

Responsibilities

• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and Strong Work Ethic.
• Business-Minded Spirit.
• Confidence and Resilience.

Competitive Advantages:
• Extensive professional development, training, and mentoring programs.
• Industry leader with excellent financial strength and impeccable integrity.
• Innovative market development tools.
• State-of-the-art financial analysis software.
• Flexibility to balance career and personal needs.
• Excellent compensation and benefits.

Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.

This position is not fully remote.

Job Types: Full-time, Contract

Pay: $50,000.00 - $150,000.00 per year

Benefits:
• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation Package:
• Commission pay

Ability to Commute:
• Riverside, CA

Ability to Relocate:
• Riverside, CA: Relocate before starting work

Work Location: Hybrid remote in Riverside, CA

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