Entry Level Financial Planner

WizeHire, Inc; Murrieta (CA); On-site; USD 42,000 - 70,000; Part time

Job summary

The Fortitude Team is hiring an entry-level Financial Planner to guide clients toward their financial goals. You will receive comprehensive training and mentorship, helping you grow while making a positive impact on people's lives.

In this role, you can pursue either part-time or full-time pathways; you'll work with clients to craft personalized protection, retirement, and wealth-building strategies. No prior experience is required, but licenses must be obtained as part of the progression.

Qualifications

• No prior experience required.
• Strong communication skills and a genuine desire to help others.
• Willingness to obtain any required professional licenses.

Responsibilities

• Work with clients to understand their financial goals and risk tolerance.
• Provide tailored strategies for protection, retirement planning, and wealth accumulation.
• Participate in ongoing training and mentorship programs to grow into the role.

Skills

Communication skills

Willingness to learn

Job description

Join The Fortitude Team as an entry-level Financial Planner and embark on a rewarding career where you make a difference in people's lives. We're dedicated to empowering individuals and families with the knowledge to build a stronger financial future. You'll receive comprehensive training and mentorship, helping you grow into a role that combines personal satisfaction with professional development. Our team is committed to fostering a supportive environment where you can thrive, all while helping clients achieve their long-term financial goals.

In this role, you'll have the flexibility to choose part-time or full-time pathways. You'll work closely with clients to understand their financial aspirations and provide them with tailored strategies for protection, retirement planning, and wealth accumulation. No prior experience in financial services is required; we value strong communication skills, a passion for helping others, and a willingness to learn. Compensation is performance-based, and you’ll need to obtain the necessary professional licenses. Ready to grow with us? Let's build a brighter financial future together.