Entry-Level Financial Planner — Flexible Path & Mentorship

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

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.