Financial Consultant Trainee

Fortitude Financial Partners

$99K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong communication and interpersonal skills
  • Genuine interest in assisting individuals and families
  • Positive attitude and eagerness to learn
  • Receptive to coaching and feedback
  • Self-motivated and goal-oriented
  • Comfortable with virtual communication and remote work
  • Effective time management and independent work ability
  • Interest in professional growth and development

Responsibilities

  • Learn and understand financial concepts and available solutions
  • Identify client needs and recommend financial strategies
  • Educate clients on financial protection and retirement preparation
  • Assist clients in exploring wealth-building opportunities
  • Complete necessary licensing requirements for financial consulting
  • Engage with clients to build rapport and trust
  • Work independently and manage time effectively

Benefits

  • Remote work flexibility as an independent contractor
  • Part-time and full-time pathways available
  • Comprehensive training and mentorship provided
  • Opportunities for professional development and licensing
  • Collaborative team environment supportive of growth
Full Job Description
Description

Are you interested in building a career in financial services while learning how to help individuals and families make more informed financial decisions?

The Fortitude Team is looking for motivated, people-oriented individuals to join our team as Financial Consultant Trainees. This opportunity is designed for individuals who want to learn the financial services industry, develop professional skills, and grow into a client-facing financial consultant role.

No previous financial services experience is required. Training, mentorship, coaching, and professional development are provided to help you learn financial concepts, understand available solutions, complete required licensing, and develop the skills needed to confidently work with clients.

As you progress through training and licensing, you will learn how to identify client needs, educate individuals and families on financial concepts, and help them explore strategies related to financial protection, retirement preparation, wealth building, and long-term financial security.

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

Responsibilities

$48

Qualifications
• Strong communication and interpersonal skills
• Genuine interest in helping individuals and families
• Positive attitude and willingness to learn
• Coachable and receptive to feedback
• Self-motivated, dependable, and goal-oriented
• Comfortable communicating virtually and working remotely
• Able to manage time effectively and work independently
• Interested in professional development and career growth
• No previous financial services experience required
• Experience in customer service, sales, hospitality, education, healthcare, recruiting, or leadership is helpful but not required
• Must be willing and eligible to obtain required professional licensing

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