Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Consultant

The Fortitude Team

The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.In this role, you’ll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.Whether you’re beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.This is a remote opportunity with flexible full-time and part-time career paths.

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant in Temecula, CA vacancy
  •  ...individuals who are passionate about helping others achieve their financial goals. Whether you’re beginning your career or looking for a...  ...based on each client’s unique goals. No prior financial services experience is required, we provide comprehensive training and... 
    Suggested
    Full time
    Part time
    Remote work
    Flexible hours

    The Fortitude Team

    Murrieta, CA
    5 hours ago
  •  ...Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Temecula, CA
    4 days ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 13-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Murrieta, CA
    1 day ago
  •  ...our CRM, as well as mass voice mails to reach a group. ~ We service our own loans, your picture and contact info stay on their mortgage...  ...needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising... 
    Suggested
    Full time
    Work at office

    New American Funding

    Temecula, CA
    2 days ago
  •  ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive...  ...I’s (Tellers) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In... 
    Suggested
    Local area
    Flexible hours
    Night shift

    Suffolk Federal Credit Union

    Wildomar, CA
    2 days ago
  • $19 - $22 per hour

     ...Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as...  ...proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number... 
    Hourly pay
    Monday to Thursday
    Day shift

    Provident-Savings-Bank,-Fsb

    Temecula, CA
    3 days ago
  • $45.38k - $75.63k

     ...and deepen the branch customer base through a variety of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer's share of wallet... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Menifee, CA
    2 days ago
  • $18 - $27 per hour

     ...questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners...  ...of suitable products. Engaging clients and prospects in financial reviews—both personal and business—to provide solutions and uncover... 
    Hourly pay
    Immediate start

    Columbia Bank (WA, OR & ID)

    Murrieta, CA
    1 day ago
  • $10k - $12k

     ...change with our 3 Pillars for Complete Compliance: Software, Consulting, and Training. Since 1986, KPA has helped automotive businesses...  ...national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy... 
    Local area
    Immediate start
    Remote work
    Work from home
    Home office
    Flexible hours
    Night shift
    Weekend work

    KPA

    Temecula, CA
    a month ago
  • $25k - $100k

     ...Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious...  ...expertise Proficiency in data analytics Consulting experience in financial services These skill sets... 
    Full time
    Contract work
    Remote work
    Work from home

    Synergy Financial

    Temecula, CA
    6 days ago
  • $18 - $27 per hour

     ...questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners...  ...a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions... 
    Immediate start

    Columbia Banking System, Inc.

    Murrieta, CA
    8 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Temecula, CA
    14 days ago
  • $16.5 - $24.5 per hour

    DICK'S Sporting Goods is looking for an Advisor to join their team in Temecula, California. The role involves delivering exceptional experiences to athletes, guiding them through checkout and loyalty programs, fostering strong connections, and enhancing the shopping journey...
    Hourly pay

    Dick's Sporting Goods

    Temecula, CA
    3 days ago
  •  ...Job Overview Portfolio Managers each manage a $2-3 Million portfolio of under performing accounts. They counsel customers on financial matters and help reorganize their cash flow in a better way to resolve debt paying problems. If customers completely fail to cooperate... 

    Oghma Credit Services, Inc

    Murrieta, CA
    1 day ago
  •  ...Job Description Job Description Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member... 
    Full time
    Work experience placement
    Monday to Friday
    Weekend work

    San Diego County Credit Union

    Temecula, CA
    8 days ago
  • $25 per hour

     ...About Street Level Strategy Street Level Strategy, LLC is a political and public affairs consulting firm specializing in grassroots mobilization, coalition building, campaign management, marketing, communications, and strategic consulting. Street Level Strategy combines... 
    Part time
    Local area
    Shift work
    Afternoon shift

    Street Level Strategy

    Temecula, CA
    2 days ago
  •  ...Job Description Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities... 
    Hourly pay
    Work at office

    California Coast Credit

    Menifee, CA
    8 days ago
  • $70k - $80k

     ...individuals who are passionate about helping others achieve their financial goals. Whether you’re beginning your career or looking for a...  ...based on each client’s unique goals. No prior financial services experience is required, we provide comprehensive training and... 
    Full time
    Part time
    Remote work
    Flexible hours

    The Fortitude Team

    Menifee, CA
    1 day ago
  • $17.95 - $23.35 per hour

     ...for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience....  ...Required Authentic passion for beauty Client-facing retail or service industry experience Excellent written and verbal communication... 
    Full time
    Temporary work
    Part time
    Flexible hours
    Night shift
    Weekend work

    FashionUnited

    Temecula, CA
    3 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Murrieta, CA
    13 days ago
  •  ...HVAC Comfort Advisor RighTime Home Services is part of the nation's largest plumbing, heating and air conditioning service provider in the country and we provide our residential customers with exceptional service, guaranteed. We are currently looking for an HVAC Comfort... 
    Weekend work

    ARS/Rescue Rooter

    Murrieta, CA
    3 days ago
  •  ...salary Free food & snacks ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell...  ...of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.... 

    Amy Blackwell - State Farm Agent

    Murrieta, CA
    24 days ago
  • $100k - $300k

    Job Description Job Description Salary: 100000-300000 Outside Sales Closer Wanted $100K$300K | Acquisitions Specialist Southern California If youre a natural closer, love the chase, and want to make serious money helping people this is the role you've been looking...
    Work at office

    Sellers New Day

    Temecula, CA
    16 days ago
  •  ...Job Description Description: Job Summary The Account Advisor is responsible for continually introducing new products and services to current clients. The Account Adviser's primary focus is to sell SEO, add-on products (mobile, social, design) as well as upgrading... 
    Full time
    Work experience placement
    Weekend work

    Prosites Corporate

    Murrieta, CA
    a month ago
  •  ...requirements while marketing and promoting the financial products offered by Chase. You will...  ...by providing training on products and services.  Works together with bankers, meets...  ...with customers.  Exhibits consultative skills to provide recommendations based... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase & Co.

    Murrieta, CA
    more than 2 months ago
  •  ...packages including fully employer paid options Secure your financial future – 401(k) with company match Speed and scale – Work...  ...and explain the features and benefits of our HVAC products and services, addressing customer concerns and objections. Prepare... 

    Cool Air Solutions Services LLC

    Murrieta, CA
    7 days ago
  • $28 - $32 per hour

     ...local businesses, entrepreneurs, and individuals achieve their financial goals through relationship-focused banking.  Employees have...  ...Intermediate knowledge of general banking operations, products, services, and activities. ~ Basic knowledge of lending-related activities... 
    Hourly pay
    Temporary work
    Part time
    Work at office
    Local area

    Workway, Inc.

    Murrieta, CA
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!