Senior Financial Consultant

3 weeks ago


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

Strategic 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 clients succeed over the long-term.

We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will have the opportunity to help clients in your community reach their goals by building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care and compassion.

The ideal candidate for this position possesses a track record of leadership and success, as well as strong communication skills, a team orientation, and a high level of ego drive and confidence. A bachelor's degree and licensure/registrations (Life, Accident & Health, Series 7 & 66) are also required.



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