Financial Advisor

Job Description

Job Description

Imagine a career where you help individuals and families achieve financial security—guiding them through planning for their children’s education, managing major expenses such as mortgages and healthcare, and preparing for a comfortable retirement. Whether you're launching a new career, expanding your existing practice, or just beginning your professional journey, we provide the training, support, and a comprehensive portfolio of financial solutions to position you for success.

As a Financial Advisor , you'll have the opportunity to build lasting client relationships, enjoy the flexibility of an independent career, and realize the potential for unlimited income—all while making a meaningful impact during life’s significant milestones and unexpected challenges.

Compensation :

$50,000 - $150,000+ at plan commission

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.

Competitive Advantages :

Extensive professional development, training, and mentoring programs.

Industry leader with excellent financial strength and impeccable integrity.

Innovative market development tools.

State-of-the-art financial analysis software.

Flexibility to balance career and personal needs.

Excellent compensation and benefits.

Mountain Peak Wealth Solutions 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.

Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA / SIPC, 20 Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC134244(0623)1 Recruiting Purposes Only.

Job Types : Full-time, Contract

Pay : $50,000 - $150,000 per year

Benefits :

401(k)

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

Compensation Package :

Commission pay

Ability to Commute :

Kalispell, MT 59901 (Preferred)

Ability to Relocate :

Kalispell, MT 59901 : Relocate before starting work (Preferred)

Work Location : Hybrid remote in Kalispell, MT 59901

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.