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Financial Advisor

Fortitude Team - San Diego • Remote

Posted 3 hours ago

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

  • Candidates with backgrounds in customer service, sales, banking, insurance, hospitality, recruiting, business development, or other relationship-focused positions are encouraged to apply.

  • Depending on the activities performed in the position, obtaining and maintaining applicable insurance and/or securities licenses may be required before performing activities that legally require those licenses.

  • Unlicensed team members will not provide financial, investment, insurance, legal, or tax advice or perform activities requiring professional licensing until appropriately licensed and authorized.

Compensation

$70,000

Our role is centered around providing exceptional customer service, connecting prospective clients with the appropriate resources, and helping guide them through the process from initial interest through continued support.

Customer service is at the heart of what we do. We believe financial and legacy-related decisions should be approached with clarity, transparency, and personalized support. Our goal is to make the process easier to understand while helping individuals and families take meaningful steps toward protecting their financial future and legacy.

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