Financial Advisor -Training Provided

Financial Advisor -Training Provided True Path Financial Kalispell, MT Job Details Permanent | Full-time $50,000 - $150,000 a year 18 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Professional development assistance Flexible schedule Life insurance Referral program Qualifications Financial sales Business development Bachelor's degree Creativity Prospecting Full Job Description Job description: A Career Filled With Possibilities Have you ever considered a career where you help others prepare for life and unexpected moments? One that helps clients reach their financial goals so their children are able to attend college; so mortgage and medical expenses are able to be paid; and so their retirement dreams are fulfilled. Whether you're thinking about a career change, looking to expand your practice, completely starting fresh - we offer all of the start-up support/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.

Desired Skills & Qualifications:

Bachelor's Degree or equivalent in work experience. Excellent communication and relationship building skills. Integrity and Strong Work Ethic. Entrepreneurial Spirit. Confidence and Resilience.

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.

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 our clients achieve success in a changing world through the accumulation and protection of wealth. •This position is not fully remote•Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member

FINRA/SIPC, 20

Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.

TC134244

(0623)1 Recruiting Purposes Only.

Job Types:

Full-time, Contract Benefits:

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

Work Location:

Hybrid remote in Kalispell, MT 59901

Job Types:

Full-time, Permanent Pay:

$50,000.00 - $150,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Life insurance Vision insurance

Work Location:

In person