Financial Planning Expert
4 days ago
Strategic 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 supportive and collaborative work environment, where our advisors can thrive and achieve their full potential. Our team is comprised of highly trained professionals who share a common goal: to help our clients achieve financial freedom and peace of mind.
We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858.
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Financial Expert
6 days ago
West Covina, California, United States Ruben D Rosas Inc Full timeAbout the OpportunityWe are seeking a skilled Tax Accountant to join our team at Ruben D Rosas Inc. This is a full-time or part-time opportunity with a competitive salary range of $62,000 to $72,000 per year, depending on experience.The ideal candidate will have a strong background in accounting and tax preparation, with experience in QuickBooks Bank...
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Financial Services Associate
4 weeks ago
West Covina, California, United States Trilogy Financial Full timeWe are seeking a Financial Services Associate to join our team at Trilogy Financial, a nationwide firm with clients from coast to coast. This role offers an exciting career advancement opportunity for individuals looking to grow in the financial services industry.Job OverviewThe Financial Services Associate will be responsible for supporting client...
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Executive Financial Services Role
2 weeks ago
West Covina, California, United States First Financial Credit Union Full timeJob Overview:We are looking for a seasoned Branch Manager to lead our West Covina team at First Financial Credit Union.Key Accountabilities:Foster a positive and productive team culture through effective leadership and coaching.Develop and execute strategies to enhance employee sales skills and overall performance.Ensure compliance with all relevant laws,...
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Independent Financial Advisor
6 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...
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Financial Services Advisor
4 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...
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Financial Services Consultant
3 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...
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Tax Services Expert
3 days ago
West Covina, California, United States Ruben D Rosas Inc Full timeAbout the PositionThis is an excellent opportunity to join a reputable Accounting & Tax firm in Covina, CA, serving both individuals and corporate clients.ResponsibilitiesPrepare accurate and timely tax returns for various entities.Provide expert advice to clients on complex tax matters.Perform quarterly Payroll and Sales tax returns.Assist in preparing...
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Branch Leadership Opportunity
2 weeks ago
West Covina, California, United States First Financial Credit Union Full timeJob Title:Branch ManagerAbout the Position:We are seeking a highly experienced and skilled Branch Manager to lead our West Covina branch at First Financial Credit Union.Key Responsibilities:Develop and implement strategies to enhance employee cross-selling abilities, sales knowledge, and overall performance.Maintain a positive team culture by coaching and...
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ABA Therapy Expert
2 days ago
West Covina, California, United States A Change in Trajectory, Inc. Full timeA leading provider of behavior services for individuals with autism spectrum disorder and related disorders seeks an accomplished ABA Therapy Expert to join our team as a Behavior Therapist Specialist.About the RoleThis is a unique opportunity to contribute to the development and implementation of innovative behavior support plans and evidence-based...
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Strategic Financial Consultant
3 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...
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Sales and Service Expert
1 day ago
West Covina, California, United States Floor & Decor Holdings, Inc. Full timeAre you passionate about delivering exceptional customer service and contributing to a fast-paced retail environment? Floor & Decor Holdings, Inc. is seeking a Sales and Service Expert to join our team!About the RoleWe are looking for a motivated and enthusiastic individual to work as a Sales and Service Expert in our store. As a key member of our sales...
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Financial Services Specialist
3 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...
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Senior Financial Consultant
6 days 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...
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Financial Reporting Professional
6 days ago
West Covina, California, United States Nick Cadena EA The Tax Doctor Full timeJob SummaryNick Cadena EA The Tax Doctor is hiring a Financial Reporting Professional to join our team. As a key member of our accounting department, you will play a critical role in maintaining the accuracy and integrity of our financial records.ResponsibilitiesPrepare and analyze financial reports to ensure compliance with GAAP principles.Develop and...
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Financial Analyst
6 days ago
West Covina, California, United States Ruben D Rosas Inc Full timeJob Overview:We are a full-service accounting and tax firm seeking an experienced Tax Accountant (Enrolled Agent or CPA) to join our team. Our ideal candidate will have strong knowledge of tax preparation and accounting principles, as well as excellent communication skills.About the Role:Prepare tax returns for individual, corporate, and partnership...
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Senior Financial Consultant
3 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...
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Career Development Associate
4 weeks ago
West Covina, California, United States Trilogy Financial Full timeAt Trilogy Financial, we offer a unique opportunity for motivated individuals to kickstart their careers as a Wealth Management Assistant. This entry-level position is designed to provide a solid foundation in financial services, with a focus on training and licensure.Job SummaryWe are seeking a dedicated and detail-oriented individual to join our team. As a...
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Financial Services Specialist
3 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...
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Strategic Financial Advisor
6 days 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...
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Financial Reporting Specialist
4 days ago
West Covina, California, United States Nick Cadena EA The Tax Doctor Full timeJob OverviewWe are seeking a highly skilled Staff Accountant to join our team at Nick Cadena EA The Tax Doctor.The ideal candidate will be responsible for preparing and analyzing financial records, ensuring accurate and timely reporting.Key Responsibilities:Monthly bank and credit card reconciliationsJournals entries per GAAP principlesClients communication...