Financial Advisor

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

Are you a people-oriented professional who enjoys helping others, providing great customer service, and making complicated processes easier to understand?

The Fortitude Team is looking for a dependable and motivated Client Associate, Financial Advisor to help us support individuals and families as they navigate important financial decisions and work toward their financial goals.

You do not need previous financial services experience. We’re looking for someone with strong people skills, a willingness to learn, and a genuine interest in helping others. You’ll have the opportunity to learn more about the financial services industry while providing the administrative, educational, and customer-service support that helps clients have a positive experience.

Rather than focusing on sales, this role focuses on client care, communication, education, follow-up, and operational support. You’ll help clients understand where they are in the process, connect them with the appropriate resources and licensed professionals, and make sure they feel supported along the way.