The Fortitude Team is seeking motivated, people-oriented individuals interested in building a career in financial services.

As an Entry-Level Financial Advisor, you’ll receive training and mentorship while learning how to work with individuals and families to understand their financial goals, provide financial education, and help them evaluate strategies for protection, retirement planning, wealth accumulation, and long-term financial security.

No previous financial services experience is required. We’re looking for individuals who communicate well, enjoy helping people, are coachable, and are motivated to grow personally and professionally.

This is a remote independent-contractor opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required.

• Meet virtually with individuals and families to understand their financial goals and priorities

• Educate clients on financial concepts and available strategies after completing required training and licensing

• Help clients identify areas where additional financial planning or protection may be beneficial

• Build and maintain positive, long-term client relationships

• Provide ongoing client follow-up and service

• Participate in structured training, coaching, and mentorship

• Develop new relationships through referrals, networking, and community outreach

• Complete required licensing and ongoing professional education

• Follow applicable industry and compliance standards

• Strong communication and interpersonal skills

• Genuine interest in helping and educating others

• Positive attitude and willingness to learn

• Coachable and receptive to mentorship

• Self-motivated, dependable, and goal-oriented

• Comfortable meeting and communicating with people virtually

• Ability to manage your time and work independently in a remote environment

• Customer service, sales, banking, education, healthcare, hospitality, or leadership experience is a plus but not required

• No previous financial services experience required

• Must be eligible and willing to obtain applicable professional licensing

We are a growing financial services organization dedicated to helping individuals and families navigate important financial decisions with clarity and confidence. As part of our client support services, we work alongside Inherit Guard, an estate planning firm, to help provide a seamless and supportive experience for clients throughout the estate planning process.

Our team serves as a trusted point of connection, helping clients understand next steps, stay organized, coordinate appointments and access the appropriate resources and professionals when needed.

If you enjoy helping people, building relationships and being part of a mission-driven team focused on protecting families and their futures, we’d love to connect with you.