Client Care Advisor, Financial Guidance

Fortitude Team - San Diego; San Diego (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Fortitude Team - San Diego is seeking aClient Associate, Financial Advisor to support individuals and families as they navigate important financial decisions and goals.

The role emphasizes client care, education, and operational support with no requirement for prior financial services experience. You will help connect clients with resources and licensed professionals while maintaining a strong focus on customer service.

Qualifications

• Strong people skills and willingness to learn.
• Genuine interest in helping others.
• No prior financial services experience required.

Responsibilities

• Provide client care and clear communication throughout the process.
• Educate clients about financial services processes and options.
• Handle follow-up tasks and provide operational support for the team.

Skills

People skills

Willingness to learn

Helping others

Job description

Fortitude Team - San Diego is seeking aClient Associate, Financial Advisor to support individuals and families as they navigate important financial decisions and goals.

The role emphasizes client care, education, and operational support with no requirement for prior financial services experience. You will help connect clients with resources and licensed professionals while maintaining a strong focus on customer service.