
Junior Financial Consultant
The Fortitude Team • Murrieta, CA, US
Posted 1 month ago
The Fortitude Team is seeking motivated, people-oriented individuals interested in developing a career in financial services.
As a Junior Financial Consultant, you’ll receive structured training and mentorship while learning how to work with individuals and families to understand their financial goals, provide financial education, and help develop personalized strategies around protection, retirement planning, wealth accumulation, and long-term financial security.
No previous financial services experience is required. We’re looking for individuals who are coachable, driven, professional, and comfortable building relationships with people.
This is a remote independent-contractor opportunity with flexible part-time and full-time career paths.
Conduct virtual meetings with individuals and families
Learn to assess clients’ financial goals, priorities, and concerns
Educate clients on financial concepts and available strategies
Help develop personalized financial recommendations based on client needs
Build and maintain long-term client relationships
Provide ongoing client service and conduct periodic reviews
Participate in structured training, coaching, and mentorship
Develop new client relationships through referrals, networking, and community outreach
Complete required state licensing and professional development
Follow company and industry compliance standards
Maintain accurate client records and documentation
Strong communication and interpersonal skills
Genuine desire to help people improve their financial future
Coachable and willing to learn new skills
Self-motivated, dependable, and goal-oriented
Professional attitude and strong work ethic
Comfortable communicating with people virtually
Ability to manage time effectively in a remote environment
Customer service, banking, sales, education, leadership, hospitality, or related experience is a plus but not required
Must be eligible and willing to obtain required state licensing
Compensation
$70,000 - $80,000
The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.
We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.
Share this job
All jobs / Jobs in CA / The Fortitude Team / Junior Financial Consultant
Not quite what you're looking for? Search jobs by title, location, or company.