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Financial Advisor

True Path Financial and Insurance Services
Irvine, CA Full Time
POSTED ON 2/3/2025 CLOSED ON 2/7/2025

What are the responsibilities and job description for the Financial Advisor position at True Path Financial and Insurance Services?

A Financial Advisor Career Filled With Possibilities

Have you ever considered a career where you can help others prepare for life & unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you’re thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential.


Qualifications:

· Integrity and Strong Work Ethic

· Entrepreneurial Spirit

· Confidence and Resiliency

· Interpersonal Skills

· Desire to Succeed

· BA, BS, Graduate Degree or equivalent work experience required


Responsibilities: In this entrepreneurial, consultative sales position, you will build your professional practice by:

· Prospecting for clients on a referral basis within clearly defined markets

· Developing and maintaining long-term relationships with clients

· Listening empathetically, gathering facts, analyzing needs and making responsible recommendations

· Expanding personal knowledge and skills through joint work with fellow associates


Competitive Advantages:

· 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

· Extensive professional development programs

· Excellent compensation and benefits


The National Life Group is a global; diversified financial services organization whose member companies offer 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 our clients achieve success in a changing world through the accumulation and protection of wealth.

Salary.com Estimation for Financial Advisor in Irvine, CA
$66,019 to $97,818
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