Strategic Fortune Wealth Management
Financial Advisor
Strategic Fortune Wealth Management, West Covina, California, United States, 91790
About Us:Strategic Fortune Wealth Management, a distinguished boutique financial firm in Greater Los Angeles, is actively seeking talented and driven individuals to join our growing team of professional advisors. We provide a supportive platform for advisors to launch their careers in the financial services industry, offering comprehensive resources, training, financing, facilities, exposure to cutting edge financial tools and technology, and dedicated support staff.Why Work Here?Rewarding Career:
Opportunity to make a significant impact on clients' financial futures.Unlimited Income Potential:
Commission-based compensation structure without limits.Flexible Schedule:
Emphasis on work/life balance to support personal and professional growth.Responsibilities:As a Financial Advisor at Strategic Fortune Wealth Management, you will:Cultivate and expand your client base by fostering lasting, meaningful relationships.Implement effective marketing strategies to attract and retain clients through referrals and targeted outreach.Conduct client meetings to assess financial needs and present viable solutions.Develop and execute personalized financial plans/strategies aligned with clients' objectives.Gain expertise in financial planning, risk management, and investment services.Collaborate with specialized teams within the firm to optimize client service and operational efficiency.What are we looking for?Bachelors degree.Industry licensing (Life, Accident & Health, FINRA Series 7 & 66), or the ability to obtain.Proven track record of success.Exceptional communication abilities, but verbal and written.Strong presence in the local market.High drive, confidence, and a service-oriented mindset with a strong ethical code.Dedication to continuous enhancement of technical skills.Stable financial background demonstrating fiscal responsibility.Company Overview:
Strategic Fortune Wealth Management is dedicated to fostering lasting financial security for our clients. Our team, comprising professionals with extensive designations and a commitment to ethical standards, prioritizes building profound client relationships founded on trust and integrity.Join us at Strategic Fortune Wealth Management and embark on a fulfilling journey where your ambition and dedication are valued and supported.How to Apply:
Click the Apply link on the job post or contact us for more information: 1000 Lakes Drive Suite 340 West Covina, CA 91790 | phone: 626-514-9944 | www.strategicfortunewm.com/careersSecurities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC . Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera is under separate ownership from any other named entity.
Opportunity to make a significant impact on clients' financial futures.Unlimited Income Potential:
Commission-based compensation structure without limits.Flexible Schedule:
Emphasis on work/life balance to support personal and professional growth.Responsibilities:As a Financial Advisor at Strategic Fortune Wealth Management, you will:Cultivate and expand your client base by fostering lasting, meaningful relationships.Implement effective marketing strategies to attract and retain clients through referrals and targeted outreach.Conduct client meetings to assess financial needs and present viable solutions.Develop and execute personalized financial plans/strategies aligned with clients' objectives.Gain expertise in financial planning, risk management, and investment services.Collaborate with specialized teams within the firm to optimize client service and operational efficiency.What are we looking for?Bachelors degree.Industry licensing (Life, Accident & Health, FINRA Series 7 & 66), or the ability to obtain.Proven track record of success.Exceptional communication abilities, but verbal and written.Strong presence in the local market.High drive, confidence, and a service-oriented mindset with a strong ethical code.Dedication to continuous enhancement of technical skills.Stable financial background demonstrating fiscal responsibility.Company Overview:
Strategic Fortune Wealth Management is dedicated to fostering lasting financial security for our clients. Our team, comprising professionals with extensive designations and a commitment to ethical standards, prioritizes building profound client relationships founded on trust and integrity.Join us at Strategic Fortune Wealth Management and embark on a fulfilling journey where your ambition and dedication are valued and supported.How to Apply:
Click the Apply link on the job post or contact us for more information: 1000 Lakes Drive Suite 340 West Covina, CA 91790 | phone: 626-514-9944 | www.strategicfortunewm.com/careersSecurities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC . Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera is under separate ownership from any other named entity.