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Remote Entry Level Financial Planner Jobs in California

Stratford Davis

Home Based Sales Representative

Fresno, CA · Remote

$85K - $150K/yr

Ready to transition into the lucrative financial services sector? We are adding a Remote Entry Level Sales Representative to our fully remote team. You will lead virtual consultations, help clients ...

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Remote Entry Level Financial Planner information

What is the difference between Remote Entry Level Financial Planner vs Remote Junior Financial Advisor?

AspectRemote Entry Level Financial PlannerRemote Junior Financial Advisor
CertificationsCFP, or working towards itCFP or similar entry-level certifications
Work EnvironmentRemote, client-facing, financial planning firmsRemote, assisting senior advisors, financial firms
Industry UsageCommonly used in financial planning firms and advisory servicesUsed in financial advisory firms, often as support roles

The Remote Entry Level Financial Planner and Remote Junior Financial Advisor roles share similarities in certifications and work environments, often involving remote work within financial services firms. The main difference lies in responsibilities: entry-level financial planners focus on developing comprehensive financial plans, while junior advisors typically assist senior advisors and handle more support tasks. Both roles serve as stepping stones in a financial advisory career path.

How to get a remote entry level financial planner job?

To secure a remote entry-level financial planner position, candidates should obtain relevant certifications such as the Series 7 or 66, develop strong communication and analytical skills, and gain experience through internships or entry-level roles in finance. Building a professional network and applying through online job platforms can also improve chances of finding remote opportunities.

What are the most commonly searched types of Remote Financial Planner jobs in California?

The most popular types of Remote Financial Planner jobs in California are:

What are popular job titles related to Remote Entry Level Financial Planner jobs in California?

For Remote Entry Level Financial Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Remote Entry Level Financial Planner jobs in California look for?

The top searched job categories for Remote Entry Level Financial Planner jobs in California are:

What cities in California are hiring for Remote Entry Level Financial Planner jobs?

Cities in California with the most Remote Entry Level Financial Planner job openings:

Remote Entry Level Financial Planner jobs near you
Infographic showing various Remote Entry Level Financial Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Entry-Level Financial Advisor

The Fortitude Team

Menifee, CA • Remote

$80K/yr

Full-time, Part-time

Posted 23 days ago

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.