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Financial Advisor
True Path Financial - Irvine, CA
posted 3 months ago
About the position
As a Financial Advisor at True Path Financial, you will play a crucial role in helping clients achieve their financial goals through personalized financial strategies. This position offers the opportunity to build long-term client relationships while enjoying career independence and unlimited income potential. You will be responsible for conducting financial needs analyses, providing advice on various financial products, and actively generating new business opportunities.
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 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.
Requirements
- Proven experience as a Financial Advisor or in a similar role.
- Strong knowledge of investment products, financial markets, and planning strategies.
- Bachelor's degree in finance, economics, business, or a related field.
- Excellent communication and relationship building skills.
- Integrity and strong work ethic.
- Self-motivated, with a proactive approach to business development.
- Entrepreneurial spirit.
- Confidence and resilience.
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Professional development assistance
- Vision insurance
