Remote Entry-Level Financial Advisor

Forte Legacy Group; United States; Remote; USD 22,000 - 112,000; Full time

Benefits offered by this job

Remote-first

Flexible schedule

Mentorship and coaching

Training and education resources

Career development

Job summary

Forte Legacy Group is a nationwide financial services firm seeking motivated professionals who want to help individuals, families, and business owners achieve long-term financial security while building a rewarding career in financial services.

Whether you’re already licensed or willing to become licensed, you’ll receive training, mentorship, and support from experienced professionals as you grow your practice.

Qualifications

• Must be at least 18 years old.
• Must live in the U.S. and be eligible to work here.
• Must be able to pass a background check (no felonies).
• Must be willing to obtain a Life & Health Insurance License (we provide guidance and support through the process if not licensed already)

Responsibilities

• Meet with individuals, families, and business owners virtually and/or in person to understand their financial goals and priorities.
• Educate clients on financial strategies, including life insurance, retirement planning, wealth protection, and asset accumulation.
• Conduct financial needs assessments and help clients identify areas of opportunity.
• Present personalized solutions designed to align with clients’ short-term and long-term objectives.
• Build and maintain strong client relationships through ongoing service and support.
• Generate new business through networking, referrals, community involvement, and professional relationships.
• Participate in training, mentorship, and professional development programs to enhance your knowledge and skills.
• Collaborate with team members and mentors to support client needs and business growth.
• Work toward individual performance goals and leadership development milestones

Skills

Self-motivated

Coachable

Strong communication

Growth mindset

Independent

Career development

Job description

Forte Legacy Group is a nationwide financial services firm seeking motivated professionals who want to help individuals, families, and business owners achieve long-term financial security while building a rewarding career in financial services.

Whether you’re already licensed or willing to become licensed, you’ll receive training, mentorship, and support from experienced professionals as you grow your practice.