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.

• 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
  .

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

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

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

• 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.