Financial Advisor

True Path Financial is seeking a Financial Advisor to support clients as they work toward long-term goals and prepare for life’s unexpected moments. In this contract role based in Irvine, CA (hybrid), you will analyze client needs, propose diversified financial strategies, and help clients navigate a range of planning decisions.

What you will do

• Conduct comprehensive financial needs analysis and create personalized strategies aligned with clients’ objectives.
• Advise on a broad range of financial products and services, including life insurance, annuities, retirement plans, and tax planning strategies.
• Stay current on industry trends, market conditions, and regulatory changes to ensure recommendations remain accurate and up to date.
• Build and maintain strong client relationships through regular communication and high-quality service to support clients in meeting their financial goals.
• Prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

• Bachelor's Degree or equivalent work experience.
• Excellent communication and relationship-building skills.
• Integrity and a strong work ethic.
• Entrepreneurial spirit.
• Confidence and resilience.

Compensation

The salary range for this position is USD 50,000 - 150,000 per year.

Benefits

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

Competitive advantages

• Extensive professional development, training, and mentoring programs.
• Industry leader with strong financial standing and a focus on integrity.
• Innovative market development tools.
• State-of-the-art financial analysis software.
• Flexibility designed to help balance career and personal needs.
• Excellent compensation and benefits.