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<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$100,000 at plan earnings
Responsibilities:
<ul>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan</li>
<li>Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances</li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
</ul>
Qualifications:
<ul>
<li>Required to effectively network to identify potential new clients</li>
<li>Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity </li>
<li>Relationship management skills are required</li>
</ul>
<ul>
<li>Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary.</li>
<li>Strong communication skills, both verbal and written, to effectively convey financial concepts.</li>
<li>Self-motivated with a strong desire to learn and grow within the insurance and financial services field.</li>
<li>Valid driver's license and the use of a vehicle.</li>
</ul>
About Company 
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. 
Join a company that values development, career growth, collaboration, innovation, and diversity &amp; inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. 
Your life. New York Life. More powerful, together.
Insurance • Investments • Retirement • Advisory Services
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual
Orientation/Gender Identity

Financial Advisor

<h3>Job Description</h3>
Job Description
The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. 
The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program.
New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

<h3>Job Description</h3>
Job Description
GDS Wealth Management invites you to join our dynamic team as a Financial Advisors as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management firm, we are passionate about guiding individuals toward their desired financial outcomes. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization.
Join our team of professionals in the wealth management industry, renowned for our exceptional expertise and dedication. Glen Smith, our esteemed CEO and CIO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors* for seven consecutive years (2019-2025). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.
Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals through sophisticated financial planning and a high level of customer service.
Job Summary:
The financial advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. In addition to taking the lead in financial planning for the firm’s small to midsize clients, the financial advisor has the opportunity to help the team continue to expand its presence in North Texas and beyond.
Responsibilities and Activities:
<ul>
<li>Have the opportunity to follow up on firm-generated leads, creating a track record of sales accomplishments and consistently meeting or exceeding targets.</li>
<li>Deliver financial planning to the client base and assist the firm’s principal financial advisor as needed.</li>
<li>Participate in required meetings, training, and continuing education requirements.</li>
<li>Become a lifelong learner, continuously seeking to expand knowledge and stay updated on industry trends.</li>
<li>Work to build and maintain relationships with internal and external parties.</li>
<li>Dress in business-professional attire.</li>
<li>Perform other duties and responsibilities as assigned.</li>
</ul>
Industry Experience Requirements
<ul>
<li>Prefer three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.</li>
<li>Active Series 65 or 66.</li>
<li>Clean U-4 and U-5 history.</li>
<li>CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred.</li>
</ul>
Knowledge, Skills, and Abilities
<ul>
<li>Bachelor's degree or higher is strongly preferred.</li>
<li>Highly motivated and self-driven, with a strong winner mentality and the ability to thrive under pressure.</li>
<li>Confident in expressing opinions and ideas, with excellent communication and presentation skills.</li>
<li>Detailed-oriented, exhibiting excellent organizational and time management skills.</li>
<li>Strong relationship management skills and a genuine desire to help clients.</li>
<li>Full-time, on-site presence is mandatory.</li>
</ul>
What We Offer:
<ul>
<li>Compensation includes salary and performance incentives based on experience and potential.</li>
<li>A supportive and collaborative work environment where your ideas and expertise are valued.</li>
<li>Opportunities for professional growth and development through ongoing training and education.</li>
<li>Fast-paced and motivational culture focused on improving our clients’ lives.</li>
<li>Benefits package, including health insurance, matching 401k contributions, and more.</li>
</ul>
GDS Wealth Management Guiding Behaviors
At GDS Wealth Management, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of prioritizing our clients, integrity, independence, and a conservative, long-term view.
We expect our associates at all levels to:
<ul>
<li>Grow professionally and inspire others to do the same.</li>
<li>Work with and through others to achieve desired outcomes.</li>
<li>Make prompt, pragmatic choices, and act with the client in mind.</li>
<li>Take ownership and hold themselves and others accountable for delivering results that matter.</li>
<li>Contribute to the continuous evolution of the firm.</li>
</ul>
This Role Might Not Be the Right Fit If…
<ul>
<li>You prefer comfort over challenge. We’re a growth-driven firm. That means constant learning, pushing limits, and striving to be better every single day.</li>
<li>You avoid hard work or need constant direction. Our advisers take ownership — of their results, their client relationships, and their professional growth. If you need someone to hold your hand or tell you exactly what to do, this won’t be the right environment.</li>
<li>You see this as just a “job.” We’re building lifelong partnerships with our clients. If you’re not passionate about serving others, making an impact, and contributing to something bigger than yourself, you’ll struggle here.</li>
<li>You get discouraged easily or don’t handle rejection well. Success in this business requires resilience, emotional intelligence, and the ability to bounce back stronger every time.</li>
<li>You want a 9-to-5 routine. Our advisers have flexibility — but success here requires initiative, follow-through, and going the extra mile when clients need you. If you’re looking for strict hours and predictable days, this isn’t that kind of role.</li>
<li>You’re not willing to be coached or improve. We invest heavily in training, mentorship, and development. But if you aren’t open to feedback, don’t want to grow, or resist learning new systems and processes, you won’t thrive in our culture.</li>
<li>You don’t take accountability. We celebrate wins and own our mistakes. If you tend to blame others, make excuses, or shy away from responsibility, this role won’t be a fit.</li>
<li>You lack integrity or cut corners. We’re fiduciaries. Ethics, transparency, and doing what’s right for the client every single time is non-negotiable. Anything less will not align with our mission or values. </li>
</ul>
The financial advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth adviser and share our vision, then we would love to hear from you!
 Monday - Friday 730AM - 5PM CST

<h3>Job Description</h3>
Job Description
Our client is a fast-growing, highly respected wealth management firm serving high-net-worth clients with a holistic approach to investments, taxes, and estate planning. Their team combines advanced financial expertise with a client-first philosophy, providing sophisticated advice and execution for individuals and businesses.
If you're a driven, experienced advisor looking to grow your practice and make an impact, we want to hear from you. Apply today for consideration!
Title: Senior Financial Advisor – HNWs Location: 5 days a week Onsite in San Francisco, CA Salary: Up to $250,000 base + benefits
Job Duties: 
<ul>
<li>Onboard new high-net-worth clients and develop lasting relationships</li>
<li>Deliver comprehensive financial planning, including investments, tax strategies, retirement, and estate planning</li>
<li>Collaborate with CPAs, CFAs, and attorneys to integrate advice into a cohesive client strategy</li>
<li>Manage all phases of plan implementation and follow-up with clients</li>
<li>Drive business development through client referrals and new client acquisition</li>
<li>Maintain regulatory compliance and licensing requirements for all client-facing activities</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree required; CFP® designation mandatory</li>
<li>Must have been actively FINRA-registered for a minimum of 5 years (with current or recent registrations visible on FINRA BrokerCheck) and hold the required securities licenses (e.g., Series 7 &amp; 66/65 or equivalent)</li>
<li>7+ years of experience in financial or estate planning, preferably with a professional wealth management firm</li>
<li>Expertise in investments, estate planning, tax strategies, retirement, insurance, and cash flow/capital planning</li>
<li>Strong sales acumen and proven track record of growing a book of business</li>
<li>Excellent communication, organizational, and presentation skills</li>
<li>Highly motivated self-starter with integrity and ability to thrive in a fast-paced, collaborative environment</li>
</ul>
**U.S. Citizens and Permanent Residents only. Sponsorship is not available at this time**
#zrsep

<h3>Job Description</h3>
Job Description
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.
 
Responsibilities:
• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.
• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.
• Analyze market trends and client portfolios to create effective investment strategies.
• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.
• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.
• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.
• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.
• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.
• Utilize financial planning software to optimize client portfolio management and reporting.
• Active Series 7 and 63 certifications, along with relevant state insurance licenses. • Minimum of 2 years of experience in financial planning with attention to detail. • Strong knowledge of securities, insurance, and mutual fund industries. • Proven ability to maintain confidentiality and demonstrate personal integrity. • Bachelor's degree in finance or a related field is preferred. • Progress toward additional certifications such as CFP is advantageous. • Experience with financial planning software tools is highly desirable.

<h3>Job Description</h3>
Job Description
New York Life is seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
<ul>
<li>Advise clients on investment strategies and other financial decisions</li>
<li>Assess clients' assets, liabilities and overall financial conditions</li>
<li>Prepare presentations that recommend various financial products</li>
<li>Review and communicate portfolio performances to clients</li>
<li>Network and build relationships with new and existing client base</li>
</ul>
​Qualifications:
<ul>
<li>Previous experience in banking, financing, or other related fields</li>
<li>Familiarity with investment products and services</li>
<li>Ability to build rapport with clients</li>
<li>Strong analytical and critical thinking skills</li>
<li>Excellent written and verbal communication skills</li>
</ul>
Why New York Life?
<ul>
<li>We have more MDRT (Million Dollar Round Table) members than any other company</li>
<li>We provide industry-leading training, marketing support, and planning tools</li>
<li>Our agents are supported — not competed against — by the company</li>
<li>Named one of the World’s Most Admired Companies by Fortune</li>
</ul>
Apply today!
Company DescriptionAs a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients • #71 on Fortune 100 in 2022 •\tMost MDRT members in any United States Mutual company 2022 •\tHighest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/19 That's why we call ourselves The Company You Keep ®. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity (1) Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason. (2) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2022 
<h3>Company Description</h3>
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 175 years of industry success. Some of our accolades include:\r\n • A promise to work with you to build a strong financial future for both you and your clients\r\n • #71 on Fortune 100 in 2022\r\n •\tMost MDRT members in any United States Mutual company 2022\r\n •\tHighest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/19\r\nThat's why we call ourselves The Company You Keep ®.\r\n\r\nNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity\r\n\r\n(1) Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.\r\n(2) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2022

<h3>Job Description</h3>
Job Description
CHOOSE A CAREER THAT ALLOWS YOU AND YOUR CLIENTS TO LIVE LIFE DIFFERENTLY!
Northwestern Mutual has more than 170 years of experience in changing people’s lives, personally, professionally, and financially.
WE ARE NORTHWESTERN MUTUAL
<ul>
<li>Fortune 500 Ranked 111th 2025</li>
<li>Total company assets $359 billion</li>
<li>More than 5.1+ million total clients nationwide</li>
<li>Unsurpassed Financial Strength with total company assets of $378 billion</li>
<li>Annual revenue $36 billion</li>
<li>The industry leader in dividend payout, $9.2 billion anticipated in 2026</li>
<li>Maintain $400 billion in wealth management assets</li>
<li>97% of policy owners stay year after year</li>
<li>Top 5 Independent Broker-Dealer 2025</li>
<li>The largest direct provider of life insurance in the US $2.4 trillion</li>
<li>No. 1 in Disability Income Insurance</li>
<li>No. 3 in individual Long Term Care Insurance</li>
<li>Insurance claims paid, $6.6 billion 2024</li>
</ul>
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Our Financial Advisors help clients reach their goals by developing and implementing financial plans. We can show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As a Financial Advisor, you will partner with clients by creating a personalized financial plan built on client’s unique needs and desires. Through our industry-leading financial solutions and technology, you will help your clients protect what they have worked so hard to achieve, while growing assets to plan for the future.
We are looking for competitive individuals who thrive in a fast pace and entrepreneurial environment. Someone who builds relationships centered on trust, open communication, and transparency. Someone that will commit to ongoing learning, training, and current events that impact lives.
Our Nationally recognized training program allows us to train and develop individuals from all different professional backgrounds. Some of our most successful career changers came from: Financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and you are a self-starter.
BY JOINING YOU WILL HAVE ACCESS TO:
<ul>
<li>Expectational income potential</li>
<li>An award-winning training program to help you get started</li>
<li>Mentorship and professional development and training</li>
<li>A culture that promotes diversity, inclusion, acceptance and new ideas</li>
<li>Full financial support for all licenses (CT Life/Health, SIE/FINRA), certifications, and professional designations</li>
</ul>
A CAREER WITH ENDLESS OPPORTUNITIES
This career is a performance-based income structure that includes a training allowance program, stipends, bonuses and commission. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $64,000 in their first year, and there is potential in the following year to earn over $100,000 in year two. The first years can be tough as you are learning the business. But the trade-off is that you get to define what success looks like and control most day to day variables.
INCOME GROWTH POTENTIAL:
Average vs Top 25% 2025 Year 1 | $99,038 - $234,331 Year 5+| $661,304 - $1,790,605
Job Type: Full-time
Pay: $64,000.00 - $100,000.00 per year
Benefits: Medical, Dental, Vision and Multiple Retirement Plans
Education: Bachelor's (Required)
Location: West Hartford, CT (Required) *This position is hybrid (80% in Office 20% remote)
&nbsp;
&nbsp;
Company DescriptionNorthwestern Mutual has helped clients achieve financial security for nearly 170 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to the customer over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance and annuities. The Northwestern Mutual Life Insurance Company- Milwaukee, WI (Northwestern Mutual) "Top Work Place" according to Hartford Courant "World's Most Admired Companies" according to Fortune Magazine "Best Place To Launch A Career" according to Bloomberg Business Magazine "Best Place To Work" Top 50 according to Glassdoor.com "50 Best Companies To Sell For" according to Selling Power Magazine Northwestern Mutual has consistently received the highest possible financial strength ratings from the four major ratings agencies: A.M. Best: A++ Fitch Ratings: AAA Standard &amp; Poor: AAA Moody’s Investors Service: AAA 
<h3>Company Description</h3>
Northwestern Mutual has helped clients achieve financial security for nearly 170 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to the customer over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance and annuities. The Northwestern Mutual Life Insurance Company- Milwaukee, WI (Northwestern Mutual)\r\n\r\n\r\n"Top Work Place" according to Hartford Courant\r\n"World's Most Admired Companies" according to Fortune Magazine\r\n"Best Place To Launch A Career" according to Bloomberg Business Magazine\r\n"Best Place To Work" Top 50 according to Glassdoor.com\r\n"50 Best Companies To Sell For" according to Selling Power Magazine\r\n\r\nNorthwestern Mutual has consistently received the highest possible financial strength ratings from the four major ratings agencies:\r\nA.M. Best: A++\r\nFitch Ratings: AAA\r\nStandard &amp; Poor: AAA\r\nMoody’s Investors Service: AAA

<h3>Job Description</h3>
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan
Responsibilities:
<ul>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations</li>
<li>Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products</li>
</ul>
Qualifications:
<ul>
<li>Knowledge of the financial industry, financial products, best practices, and tax regulations is desired</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>A Bachelor’s degree in business administration, finance, or a related field is required</li>
</ul>
About Company 
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

<h3>Job Description</h3>
Job Description
As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement.
 
Whether you’re launching your career, expanding an existing practice, or transitioning from another profession, you’ll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success.
 
Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.
 
Competitive Advantages:
<ul>
<li>Comprehensive training programs, dedicated mentorship, and clear pathways for professional growth</li>
<li>Be part of a financially stable, respected industry leader built on strong ethical values</li>
<li>Innovative tools and resources to expand your reach and strengthen client connections</li>
<li>Sophisticated financial planning and analysis technology to support top performance</li>
<li>Flexible work structure designed to promote work-life balance</li>
<li>Attractive compensation package complemented by comprehensive benefits</li>
</ul>
 
True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
 
This position is not fully remote.
<ul>
<li>Job Types: Full-time, Contract</li>
<li>Pay: $50,000 - $150,000 per year</li>
<li>Compensation Package: Commission pay</li>
<li>Ability to Commute: Riverside, CA</li>
<li>Ability to Relocate: Riverside, CA: Relocate before starting work</li>
<li>Work Location: Hybrid remote in Riverside, CA</li>
</ul>
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Professional development assistance</li>
<li>Referral program</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
</ul>
Compensation:
$50,000 - $150,000+ at plan commission
Responsibilities:
<ul>
<li>Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.</li>
<li>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.</li>
<li>Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.</li>
<li>Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.</li>
<li>Actively prospect and generate new business opportunities through networking, referrals, and community involvement.</li>
</ul>
Qualifications:
Desired Skills &amp; Qualifications:
<ul>
<li>Bachelor's Degree or equivalent in work experience.</li>
<li>Excellent communication and relationship-building skills.</li>
<li>Integrity and Strong Work Ethic.</li>
<li>Business-minded Spirit.</li>
<li>Confidence and Resilience.</li>
</ul>
About Company 
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

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