Financial Advisor Manager | Lead & Mentor Teams

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 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.