Top 10 Entry level financial advisor Jobs in Murrieta, Ca

Entry-Level Financial Advisor
The Fortitude Team —Murrieta, CA
- $70,000 - $80,000 a year
- Part-time
- High school diploma or GED
- Leadership
- Communication skills
Quick Apply
Financial Services Consultant
The Fortitude Team —Temecula, CA
- $70,000 - $80,000 a year
- Full-time
- High school diploma or GED
- Business development
- Communication skills
Quick Apply
Financial Solutions Advisor - South OC
Bank of America —Rancho Santa Margarita, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level

Other jobs to consider

Find your next job by exploring related positions.

Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$75,000 - $150,000 a year
Quick Apply
Financial Services Professional
New York Life —San Diego, CA
Grow your professional expertise through licensing, ongoing training, and mentorship. Professional development and licensing support.
$75,000 - $120,000 a year
Quick Apply
6d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

Show more jobs in cities nearby

I want to receive the latest job alert for entry level financial advisor in murrieta, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

entry level financial advisor jobs near murrieta, ca

Financial Advisor jobs in Rancho Santa Margarita, CA

Academic Advisor jobs in Utah

Financial Advisor jobs in Lynchburg, VA

Financial Advisor jobs in Cape Cod, MA

Financial Advisor jobs in Pittsburgh, PA

Financial Advisor jobs in San Jose, CA

Financial Consultant jobs in Wisconsin

Physician Assistant Consultant jobs in Remote

Financial Consultant jobs in Remote

Financial Consultant jobs in New Jersey

Financial Consultant jobs in Portland, OR

Entry Level Financial Advisor jobs in Milwaukee, WI

Academic Advisor jobs in Kansas

Regulatory Affairs Entry Level jobs in Washington, DC

Entry Level Lab jobs in Denver, CO

Veterans Benefits Advisor jobs in Texas

Entry Level Financial Advisor jobs in Shreveport, LA

Entry Level Financial Advisor jobs in Jacksonville, FL

Entry Level Financial Advisor jobs in Chandler, AZ

Entry-Level Financial Advisor

The Fortitude Team
Murrieta, CA

Quick Apply

Job Details

Part-time | Full-time
$70,000 - $80,000 a year

Qualifications

Customer follow-ups
Customer records maintenance
Customer communication
Wealth management
Completing CE credits
Financial sales
Financial services customer support
Customer relationship building
Referral-based lead generation
Professional ethics
Sales referrals
Client file management
High school diploma or GED
Managing financial planning clients
Client retention
Financial goal setting advisory services
Prospecting
Financial needs assessment
Working with families
Client acquisition
Appointment scheduling
Client referrals
Leadership
Retirement planning advisory services
Communication skills
Banking
Sales follow-up
Entry level
Under 1 year
Specialization in financial literacy instruction

Full Job Description

The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you’re beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.

As an Entry-Level Financial Advisor, you’ll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client’s unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.

This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.

Compensation:

$70,000 - $80,000

Responsibilities:

Meet virtually with individuals and families to understand their financial goals.
Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
Conduct financial needs analyses and recommend personalized strategies.
Build and maintain long-term client relationships through ongoing service and support.
Follow up with prospective clients and schedule virtual appointments.
Participate in weekly training, mentorship, and professional development sessions.
Complete required licensing and continuing education.
Build your business through networking, referrals, and relationship development.
Maintain accurate client records while adhering to industry compliance standards.

Qualifications:

Strong communication and interpersonal skills.
Positive attitude with a willingness to learn.
Self-motivated and goal-oriented.
Comfortable working independently in a remote environment.
Passion for helping others achieve financial success.
Professional, ethical, and dependable.
Customer service, sales, banking, education, or leadership experience is a plus but not required.
High school diploma or equivalent.
Must be eligible to obtain the required state insurance and financial services licenses.

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.

Quick Apply

Refine Your Search

entry level financial advisor jobs in murrieta, ca

Entry-Level Financial Advisor

Financial Services Consultant

Financial Solutions Advisor - South OC

Other jobs to consider

Explore jobs in cities nearby

I want to receive the latest job alert for entry level financial advisor in murrieta, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected