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Commission Entrylevel Financial Advisor Jobs in California

True Path Financial

Entry-Level Financial Advisor

Irvine, CA · On-site

$50K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Description As a Financial Advisor, you will partner with individuals and families to navigate ... Commission pay Ability to Commute: Irvine, CA Work Location: Hybrid in Irvine, CA This position is ...

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All JobsEntrylevel Financial Advisor JobsCommission Entrylevel Financial Advisor JobsCommission Entrylevel Financial Advisor Jobs in California

Commission Entrylevel Financial Advisor information

What is the difference between Commission Entrylevel Financial Advisor vs Commission Financial Planner?

AspectCommission Entrylevel Financial AdvisorCommission Financial Planner
CertificationsTypically required to hold licenses like Series 7, Series 66, or 63Often holds similar licenses, may pursue CFP certification
Work EnvironmentFinancial firms, banks, or independent agenciesFinancial planning firms, banks, or independent practices
Employer & Industry UsageCommonly employed in retail financial servicesUsed interchangeably, but emphasizes comprehensive planning

Both roles involve selling financial products and require licensing, but a Commission Entrylevel Financial Advisor primarily focuses on client acquisition and product sales, while a Commission Financial Planner emphasizes holistic financial planning. The roles often overlap, with the main difference being the scope of services offered.

What are the most commonly searched types of Entrylevel Financial Advisor jobs in California?

The most popular types of Entrylevel Financial Advisor jobs in California are:

What cities in California are hiring for Commission Entrylevel Financial Advisor jobs?

Cities in California with the most Commission Entrylevel Financial Advisor job openings:

Commission Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

The Fortitude Team

Murrieta, CA • On-site

Full-time, Part-time

Posted 18 days ago

Job description

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.
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.

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