Entry-Level Financial Advisor – Remote

Job overview

The Entry-Level Financial Advisor role is fully remote, with flexible part-time and full-time pathways. Pay is $70,000 per year. The Fortitude Team provides financial education and personalized strategies to help individuals and families pursue financial goals and long-term security. The advisor meets virtually with clients to understand their priorities, explain financial concepts, and help evaluate protection, retirement, and wealth-building strategies. Training, mentorship, licensing, and ongoing client service support the role’s contribution to informed financial decisions and lasting client relationships.

What you'll do

• Meet virtually with individuals and families
• educate clients on financial concepts and strategies after training and licensing
• identify potential planning or protection needs
• build and maintain client relationships
• provide follow-up and service
• participate in training and mentorship
• develop relationships through referrals, networking, and community outreach
• complete licensing and continuing education
• follow compliance standards.

What we're looking for

Skills & competencies

entry-level financial advisor

remote

financial education

retirement planning

wealth accumulation

client relationships

mentorship

the fortitude team

$70k/year

flexible hours

licensing required

no prior financial services experience

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, mentorship, and opportunities for professional growth.

Why this role

No previous financial services experience is required; applicable professional licensing is required, with training and mentorship provided.

About the employer

The Fortitude Team-Orange County is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.