Entry-Level Financial Advisor

Job Description

Job Description

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 opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required. Compensation:

$70,000 yearly Responsibilities:

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

Qualifications:

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

About Company 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.