Wealth Management Professional
4 days ago
We offer a competitive estimated salary of $120,000 - $180,000 per year, commensurate with experience. As a Financial Advisor with Strategic Fortune Wealth Management, you will have access to a comprehensive training program, ongoing support from our team of specialists, and opportunities for career growth and advancement.
Your responsibilities will include:
- Developing a client base through building lasting, meaningful relationships
- Utilizing marketing strategies to reach your target market and expand your business
- Conducting meetings with clients/potential clients to evaluate financial needs and educate them on alternatives
- Creating and implementing customized financial plans/strategies to enable clients to reach their goals and objectives
- Mastery of the fundamentals of financial planning, risk management, and investment management services
We are looking for someone who is committed to delivering exceptional service and results, has a passion for helping others, and is eager to learn and grow with our company.
-
Wealth Management Professional
5 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeWealth Creation SpecialistStrategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. Our focus on developing deep and meaningful relationships with our clients has enabled us to succeed over the long-term.As a Wealth Management Professional,...
-
Wealth Management Consultant
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout UsStrategic Fortune Wealth Management is a premier financial planning firm specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our MissionAt Strategic Fortune Wealth Management, our mission is to build...
-
Experienced Wealth Management Professional
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeKey ResponsibilitiesDevelop a client base by building lasting, meaningful relationships.Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals.Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.Create and implement customized financial...
-
Senior Financial Strategist
4 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob OverviewWe are seeking a highly skilled Wealth Management Professional to join our team at Strategic Fortune Wealth Management.This is an exceptional opportunity to launch your career as a financial advisor and help clients achieve their long-term goals.
-
Independent Financial Advisor
7 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout Our FirmStrategic Fortune Wealth Management is an independent financial services company, affiliated with Cetera Financial Services, Inc. Our team of experts provides comprehensive wealth management services to individuals and businesses, specializing in financial planning, investment advisory, and insurance services.CompensationOur financial advisors...
-
Financial Services Consultant
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeCompany OverviewStrategic Fortune Wealth Management is a leading provider of comprehensive wealth management services. Our team of experts specializes in offering tailored solutions to individuals and businesses.SalaryOur financial advisors can earn unlimited income, with no caps on their earnings potential. This means that successful professionals can build...
-
Senior Financial Consultant
1 week ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob OverviewStrategic Fortune Wealth Management is a boutique wealth management firm in the Greater Los Angeles area, dedicated to building lasting financial security for its clients. With a focus on developing deep and meaningful relationships, our team of highly trained advisors and professional staff deliver advice, strategies, and solutions to help...
-
Financial Planning Expert
5 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeCompany OverviewStrategic Fortune Wealth Management is a leading boutique wealth management firm in the Greater Los Angeles area. Our mission is to build lasting financial security for our clients by delivering personalized advice, strategies, and solutions. We strive to create long-term relationships built on trust, integrity, and expertise.We provide a...
-
Personal Finance Advisor
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout Strategic Fortune Wealth ManagementStrategic Fortune Wealth Management is a leading financial services company specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our ExpertiseWe provide sound, professional...
-
Strategic Financial Consultant
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob DescriptionWe are seeking an experienced financial advisor to join our team of professional advisors at Strategic Fortune Wealth Management. As a financial advisor, you will have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting...
-
Strategic Financial Advisor
1 week ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeBuild a Thriving Career with UsAt Strategic Fortune Wealth Management, we are passionate about helping individuals and businesses achieve their financial goals. As a Financial Advisor Trainee, you will join a dynamic team of professionals who are dedicated to delivering exceptional results.About the OpportunityYou will have the chance to develop your skills...
-
Financial Services Specialist
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob DescriptionWe are seeking a talented individual to join our team as a Financial Advisor Trainee at Strategic Fortune Wealth Management. This role offers an exciting opportunity to build a thriving business and make a meaningful impact on people's lives.About the RoleAs a Financial Advisor, you will have the autonomy to build your own client base and...
-
Financial Services Specialist
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeUnlock Your Earning PotentialAt Strategic Fortune Wealth Management, we believe that everyone deserves the opportunity to achieve financial freedom. As a Financial Advisor Trainee, you will have the chance to build a lucrative career, with uncapped earnings potential and a comprehensive benefits package.About the RoleYou will work closely with experienced...
-
Senior Financial Consultant
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob Opportunity**Estimated Salary:** $80,000 - $120,000 per yearAt Strategic Fortune Wealth Management, we are seeking a talented and driven Financial Services Advisor to join our team of professional advisors. As a financial advisor, you will have the unique opportunity to help clients in your community reach their goals.The ideal candidate for this...
-
Financial Services Advisor
5 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeFinancial Planning ExpertAt Strategic Fortune Wealth Management, we deliver a forum for advisors to launch themselves into the financial services industry. We offer a unique opportunity for elite candidates to build a significant and sustainable financial services practice.As a Financial Services Advisor, you will be responsible for building client...
-
Property Management Professional
3 days ago
West Covina, California, United States Satellite Management Co. Full timeAbout the RoleSatellite Management Co. is seeking a skilled Property Management Professional to join our team. As an Assistant Community Manager, you will work closely with the Community Manager to oversee the operational and financial aspects of a property. Your key responsibilities will include ensuring timely rent collection, managing maintenance and...
-
Elite Financial Services Advisor
4 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout the RoleThis role offers the opportunity to build a significant and sustainable financial services practice with access to resources, training, financing, facilities, and support staff. The successful candidate will be part of a dynamic team that delivers advice, strategies, and solutions needed to succeed over the long-term.The company's focus on...
-
Full Cycle Accounts Payable Professional
6 days ago
West Covina, California, United States Advantex Professional Services Full timeFinancial Operations: Advantex Professional Services requires a skilled AP Cycle Coordinator to oversee the entire accounts payable cycle. As an AP Specialist, you will play a critical role in maintaining financial stability.**Primary Duties:**Manage the entire AP process from start to finish.Verify expense reports for accuracy and compliance.Facilitate...
-
Professional Development Specialist
7 days ago
West Covina, California, United States ED Management Full timeEstimated Salary Range$60,000 - $80,000 per year, based on experience.Job DescriptionAs a Business Management Trainee at ED Management, you will have the opportunity to train alongside our team of leaders and learn the skills necessary to become a successful entrepreneur. You will be responsible for tackling research and identifying new business...
-
Apartment Maintenance Professional
1 week ago
West Covina, California, United States Aperto Property Management, Inc. Full timeCompany OverviewAperto Property Management, Inc. is a comprehensive apartment management company providing professional services to conventional and affordable multi-housing communities in the United States.