Financial Advisor

Develop your own financial planning practice within an established organization.

About Us:

A New Path Financial was founded in 2013 as an independent financial planning firm by Nadine Burns, MBA, CFP®, AIF®

• Our goal was to always work in the Client’s Best Interest
  • No quotas for our advisors
  • No products to push

As a wife/mother/daughter and business owner, Nadine realized that work should have life balance and the work and client care comes first.  People really could use our help, and we do not need to “hard sell” or push products, we need to listen and help. 

Our WHY:  To help individuals who have, or are facing challenges or transition, use their financial resources to THRIVE!

Our Core Values:

1. Respectful Compassion
2. Self-Motivation
3. Collaboration
4. Transparency
5. Life Balance

Expectations:

• Develop a client base of business
• Conduct financial outreach (Social Media or workshops)
• Conduct financial planning using the CFP® Board Principles
• Use of Financial Planning software to create and monitor plans

Qualifications:

• 3+ years of experience working directly with clients
• Associates or Bachelor’s degree from and accredited institutions
• A clean FINRA or SEC record
• Shows curiosity and confidence with working with clients
• An interest in developing a client Niche that meets their personal passion.