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Remote Financial Advisor Trainee Jobs in California

RIA Recruiting

Associate Financial Advisor

Los Gatos, CA · On-site +1

$90K - $120K/yr

This position is permanently remote. This position is open to candidates in Pacific or Mountain ... Financial planning and advanced planning support using NaviPlan * Tax planning and assist with tax ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and ...

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Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

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What job categories do people searching Remote Financial Advisor Trainee jobs in California look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in California are:

What cities in California are hiring for Remote Financial Advisor Trainee jobs?

Cities in California with the most Remote Financial Advisor Trainee job openings:

Remote Financial Advisor Trainee jobs near you
Infographic showing various Remote Financial Advisor Trainee job openings in California as of September 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Financial Consultant Trainee

Temecula, CA • Remote

The Fortitude Team
See more jobs at The Fortitude Teamexternal

$80K/yr

Full-time, Part-time, Contractor

Posted 20 days ago

Job description

Looking to start a career in financial services but don’t have industry experience?

The Fortitude Team is looking for motivated, people-oriented individuals who want to learn the financial services industry while helping individuals and families pursue their financial goals.

No previous financial experience is required. We provide training, mentorship, and professional development designed to help you learn the business and develop the skills needed to work with clients.

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

Compensation:

$70,000 - $80,000


Responsibilities:

  • Meet virtually with individuals and families to learn about their financial goals and priorities

  • Educate clients on financial concepts and available strategies after completing required training and licensing

  • Help clients identify areas where they may need additional financial protection or planning

  • Build and maintain positive, long-term client relationships

  • Provide ongoing follow-up and customer service to clients

  • Participate in weekly training, coaching, and professional development

  • Develop new relationships through referrals, networking, and community outreach

  • Complete required licensing and follow applicable industry and compliance standards


Qualifications:

  • Strong communication and people skills

  • Positive attitude and willingness to learn

  • Coachable and receptive to feedback

  • Self-motivated, dependable, and goal-oriented

  • Enjoys helping and working with people

  • Comfortable communicating virtually and working remotely

  • Able to manage time and work independently

  • No previous financial services experience required

  • Customer service, sales, hospitality, education, healthcare, or leadership experience is a plus, but not required

  • Must be willing and eligible to obtain required professional licensing


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.