Personal Finance Advisor

3 days ago


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

About Strategic Fortune Wealth Management

Strategic 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 Expertise

We provide sound, professional advice and quality products and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to delivering exceptional service and innovative solutions.

The Opportunity

We are currently seeking a talented Financial Advisor Trainee to join our team. This role offers a unique opportunity to build a successful business, make a meaningful impact on people's lives, and enjoy a rewarding career in the financial services industry.

About the Role

As a Financial Advisor, you will have the freedom to build your own client base, create a business that truly reflects your values and goals, and work closely with our experienced team of advisors.

Required Skills and Qualifications

To succeed in this role, you will need excellent interpersonal skills, sales abilities, and a strong passion for financial services. We are looking for individuals who believe in the importance of financial planning and are committed to helping others achieve their financial goals.

Benefits

We offer competitive payouts, dedicated transition support, and access to a vast array of products and investment advisory platforms. Our firm is also committed to providing ongoing training and development opportunities to ensure your success.

Compensation and Benefits

The estimated salary for this role is $60,000-$80,000 per year, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.



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