Financial Advisor - Training Provided

Financial Advisor (Entry-Level or Experienced)

Build a Career with Purpose. Create Your Own Success.

At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others.

As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry-leading training, mentorship, and resources designed to help you succeed.

This is more than a job—it's an opportunity to build your own career with the support of an established organization committed to your growth.

What You'll Do

• Build and maintain long-term client relationships
• Help clients identify financial goals and develop personalized strategies
• Educate clients on a variety of financial and insurance solutions
• Expand your network through referrals, community involvement, and professional relationships
• Participate in ongoing training, mentorship, and professional development opportunities
• Develop a practice that reflects your strengths, interests, and career goals

Why Join True Path Financial?

• Comprehensive training and mentorship program
• Clear path for career advancement and professional growth
• Access to innovative planning tools and technology
• Flexible schedule with hybrid work opportunities
• Business-minded environment with the support of an established firm
• Collaborative team culture focused on personal and professional success
• Competitive compensation with upside earning potential

Compensation

$50,000 – $150,000+ per year

• Commission-based compensation
• Performance incentives and bonus opportunities
• Income potential based on production and business growth

Benefits

• 401(k)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Schedule
• Professional Development Assistance
• Referral Program
• Retirement Plan

Job Details

Job Type: Full-Time, Contract

Work Location: Hybrid (Kalispell, MT)

Relocation: Preferred but not required

Schedule: Flexible

This position is not fully remote and may require in-person client meetings, training, and office collaboration.

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.

Qualifications

Desired Skills & Qualifications:

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

About the company

At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.

As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones.

We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!