Financial Consultant Trainee

Published: 6/14/2022

Job Description

Looking to start a career in financial services but don’t have industry experience?

The Fortitude Team is looking for motivated, people-oriented individuals who want to learn the financial services industry while helping individuals and families pursue their financial goals.

No previous financial experience is required. We provide training, mentorship, and professional development designed to help you learn the business and develop the skills needed to work with clients.

This is a remote, independent-contractor opportunity with flexible part-time and full-time pathways. Professional licensing is required.

Compensation:

$70,000 - $80,000

Responsibilities:

Meet virtually with individuals and families to learn about their financial goals and priorities
Educate clients on financial concepts and available strategies after completing required training and licensing
Help clients identify areas where they may need additional financial protection or planning
Build and maintain positive, long-term client relationships
Provide ongoing follow-up and customer service to clients
Participate in weekly training, coaching, and professional development
Develop new relationships through referrals, networking, and community outreach
Complete required licensing and follow applicable industry and compliance standards

Qualifications:

Strong communication and people skills
Positive attitude and willingness to learn
Coachable and receptive to feedback
Self-motivated, dependable, and goal-oriented
Enjoys helping and working with people
Comfortable communicating virtually and working remotely
Able to manage time and work independently
No previous financial services experience required
Customer service, sales, hospitality, education, healthcare, or leadership experience is a plus, but not required
Must be willing and eligible to obtain required professional licensing

About Company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.