Financial Advisor, Training Provided

Job overview

The Financial Advisor role is hybrid and listed in San Diego, CA. The posting states compensation of $50,000–$150,000+ at plan commission. True Path Financial supports individuals, families, and business owners in pursuing financial goals and planning for future needs. The advisor assesses clients’ financial needs, develops personalized strategies, and provides guidance on financial products and services. The role builds long-term client relationships and generates new business through networking, referrals, and community involvement.

What you'll do

• Conduct financial needs analyses and develop personalized strategies
• advise on life insurance, annuities, retirement plans, and tax-planning strategies
• stay current on industry trends and regulatory changes
• maintain client relationships through communication and service
• prospect for new business through networking, referrals, and community involvement.

What we're looking for

Skills & competencies

financial advisor

training provided

hybrid

san diego ca

true path financial

full-time

financial planning

client relationships

life insurance

annuities

retirement planning

commission compensation

$50,000–$150,000+ at plan commission

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), dental, health, life, and vision insurance
• flexible schedule
• training, mentoring, and professional development.

Why this role

Training, mentoring, and professional development are offered. A bachelor’s degree or equivalent work experience is desired; a California Life/Health license is preferred.

About the employer

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