Job Description

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.

$70,000 yearly

• 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

• 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

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.

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