Wealth Management Professional

4 days ago


West Covina, California, United States Strategic Fortune Wealth Management Full time
About the Role

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.



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