Entry-Level Financial Advisor

Job overview

The Entry-Level Financial Advisor works in a hybrid arrangement in Irvine, CA; the posting states pay of $50,000–$150,000+ per year at plan commission. True Path Financial helps individuals, families, and business owners pursue financial goals and security. The advisor assesses client needs and develops personalized financial strategies, while building a client base and maintaining compliance with licensing and industry requirements. Training, coaching, and mentorship support the development of the advisor’s practice.

What you'll do

• Use marketing tools to grow a client base
• assess client financial needs and develop personalized strategies
• maintain compliance with industry regulations and licensing requirements
• attend hybrid meetings
• participate in coaching and mentorship.

What we're looking for

Skills & competencies

entry-level financial advisor

financial services

client relationships

financial planning

commission

$50k–$150k+

hybrid

irvine ca

training

mentorship

license sponsorship

true path financial

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision
• 401(k)
• pension
• life insurance
• training stipend
• performance-based bonuses
• company-sponsored travel and professional development
• required-license and continuing-education sponsorship.

Why this role

Hybrid role, not fully remote; the posting describes commission pay and sponsorship for required licenses and continuing education.

About the employer

True Path Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.