About Us: Strategic Fortune Wealth Management, a boutique wealth management firm in Greater Los Angeles, is seeking talented and driven individuals to join our expanding team of professional advisors. We provide a forum for advisors to launch themselves into the financial services industry, offering resources, training, financing, facilities, and support staff.
Why Work Here? Rewarding career, great benefits, unlimited income potential, and a flexible schedule supporting work/life balance.
Responsibilities: As a Financial Advisor at Strategic Fortune Wealth Management, you will:
Develop your client base through building lasting, meaningful relationships.
Utilize effective marketing strategies to reach your target market and expand your business through referrals.
Conduct meetings to evaluate financial needs and educate clients on alternatives.
Create and implement customized financial plans/strategies to help clients reach their goals.
Master the fundamentals of financial planning, risk management, and investment services.
Utilize your firm's team of specialists to successfully run your practice.
Leadership and demonstrated track record of success
Excellent communication skills (verbal, written, body language/empathy)
Team player with a strong market presence
High ego drive and confidence
Service orientation and a strong code of personal ethics
Commitment to improving technical skills
Stable financial background
Company Overview: Strategic Fortune Wealth Management is dedicated to building lasting financial security in the lives of our clients. Our team, with extensive professional designations and adherence to a strict code of ethics, focuses on developing deep and meaningful relationships with clients.
How to Apply: Click the 'Easy 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/careers
*Securities offered through Cetera. Advisor Networks, member FINRA/SIPC. "(doing insurance business in CA as CFGAN Insurance Agency LLC) Cetera is under separate ownership from any other named entity.