Financial Services Professional

2 weeks ago


West Covina, California, United States Strategic Fortune Wealth Management Full time
Job Overview

Strategic Fortune Wealth Management is seeking a talented Financial Advisor Trainee to join our team. As a Financial Advisor, you will have the opportunity to build a business without limits and use your talents to their greatest potential.

Key Responsibilities:

  • Help individuals and businesses become financially secure
  • Earn unlimited income
  • Make time for the important things in life
  • Be a lifelong learner
  • Be in business for yourself, but not by yourself

Requirements:

  • Excellent interpersonal skills and sales abilities
  • Belief in financial products and services
  • Determination and commitment
  • Entrepreneurial spirit

Preferred Qualifications:

  • Prior sales success
  • Leadership experience
  • Solid understanding of the financial planning process and needs analysis
  • FINRA Series 7 & 66 registrations
  • State Insurance License – Life and Health

About Us:

Strategic Fortune Wealth Management is a comprehensive wealth management firm specializing in offering tailored financial solutions to individuals and businesses. Our mission is to build relationships that last a lifetime, and our vision is to be recognized and respected as a premier financial planning firm.



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