Job Details

Description

Entry Level or Experienced

Whether you are starting a new career, growing an established practice, or taking the first step in your professional journey, we offer comprehensive training, personalized mentorship, and a broad range of financial solutions designed to help you succeed. In this role, you will partner with clients at key moments in their lives-supporting education planning, managing major financial decisions such as homeownership and healthcare, and building strategies for long-term financial security and retirement.

As a Financial Advisor, you will have the opportunity to cultivate lasting client relationships, enjoy the autonomy of an independent practice, and benefit from significant earning potential-all while making a meaningful impact on clients' lives as they move through both significant milestones and life's more challenging moments.

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