Experienced Wealth Management Professional

4 days ago


West Covina, California, United States Strategic Fortune Wealth Management Full time
Key Responsibilities
  • Develop 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 plans/strategies to enable clients to reach their goals and objectives.

The ideal candidate should possess a Bachelor's degree, licensure & Registrations (Life, Accident & Health, Series 7 & 66), leadership and demonstrated track record of success, great communication skills, team player, strong market/well connected, very high ego drive and confidence, service orientation and strong code of personal ethics.



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