Financial Advisor Manager

Job Description

Job Description

The Fortitude Team is expanding and seeking motivated, leadership-minded individuals interested in building a career in financial services while developing the skills to lead and mentor others.

As a Financial Advisor Manager, you’ll 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.

In addition to developing your own client relationships, you’ll have the opportunity to grow into greater leadership responsibilities by helping train, mentor, and develop other financial professionals.

Previous financial services management experience is not required. We provide training, mentorship, and leadership development for individuals who demonstrate strong communication skills, initiative, coachability, and the desire to grow.

Compensation:

$70,000-$80,000

Responsibilities:

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

• Provide financial education and discuss appropriate strategies after completing required training and licensing

• Build and maintain long-term client relationships

• Provide ongoing client service and financial reviews

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

• Participate in ongoing financial, leadership, and professional development

• Support the onboarding and development of newer team members as leadership responsibilities increase

• Help create a positive, accountable, and growth-oriented team environment

• Work with senior leadership to establish and pursue individual and team goals

• Maintain applicable licensing and follow industry and compliance standards

Qualifications:

• Strong communication and interpersonal skills

• Leadership mindset with an interest in developing others

• Self-motivated, goal-oriented, and dependable

• Coachable and receptive to mentorship

• Comfortable building relationships and working with people

• Strong organizational and time-management skills

• Able to work independently in a remote environment

• Professional and confident communicating virtually

• Previous leadership, management, sales, customer service, business ownership, coaching, or team-building experience is a plus

• Previous financial services experience is helpful but not 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.