Financial Advisor Manager

WizeHire, Inc; Irvine (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

The Fortitude Team is expanding and seeking motivated individuals for a career in financial services, with the opportunity to lead and mentor others.

As a Financial Advisor Manager, you’ll guide clients on protection, retirement planning, wealth accumulation, and long-term security, while training and developing other professionals. We provide training, mentorship, and leadership development for those who demonstrate strong communication, initiative, coachability, and the desire to grow.

Qualifications

• Willingness to learn; training provided.
• Strong communication skills are essential.
• Desire to grow; coachability and initiative.

Responsibilities

• Build and maintain client relationships and financial plans.
• Educate clients on protection, retirement, and wealth strategies.
• Mentor and develop other financial professionals within the team.
• Lead initiatives to grow leadership capabilities within the group.

Skills

Leadership mindset

Communication skills

Initiative

Coachability

Job description

The Fortitude Team is expanding and seeking motivated, leadership-minded individuals interested in building a career in financial services while developing the skills to lead and mentor others.

As a Financial Advisor Manager, you’ll work with individuals and families to understand their financial goals, provide financial education, and help them evaluate strategies for protection, retirement planning, wealth accumulation, and long-term financial security.

In addition to developing your own client relationships, you’ll have the opportunity to grow into greater leadership responsibilities by helping train, mentor, and develop other financial professionals.

Previous financial services management experience is not required. We provide training, mentorship, and leadership development for individuals who demonstrate strong communication skills, initiative, coachability, and the desire to grow.