Top 4 Financial services consultant Jobs in Murrieta, Ca

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
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U.S. Bank National Association —Oceanside, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance

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Financial Services Consultant

The Fortitude Team
Temecula, CA

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Job Details

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

Qualifications

Customer communication

Full Job Description

The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.

In this role, you’ll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.

Whether you’re beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.

No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.

This is a remote opportunity with flexible full-time and part-time career paths.

Compensation:

$70,000 - $80,000

Responsibilities:

Connect with prospective and existing clients to understand their financial goals and help them create a plan for the future.
Present financial strategies and solutions that align with each client's unique needs and objectives.
Guide clients through the financial planning process with clear communication and personalized recommendations.
Develop and maintain strong client relationships by providing responsive, high-quality service.
Monitor client progress and recommend adjustments as financial goals and life circumstances evolve.
Build new business through referrals, networking, educational events, and community involvement.
Collaborate with team members and mentors to continuously improve client outcomes and professional skills.

Qualifications:

Passion for helping others achieve their financial goals
Excellent communication and relationship-building skills
Self-motivated with a strong work ethic
Coachable and eager to learn
Comfortable working independently in a remote environment
Strong organizational and time management skills
Customer service, banking, education, healthcare, or sales experience is a plus
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

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financial services consultant jobs in murrieta, ca

Financial Services Consultant

Wealth Management Advisor- Oceanside, CA

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