Financial Services Professional
5 days ago
Strategic Fortune Wealth Management is a distinguished boutique financial firm in Greater Los Angeles, dedicated to fostering lasting financial security for our clients. Our team of professionals, with extensive designations and a commitment to ethical standards, prioritizes building profound client relationships founded on trust and integrity.
Why Work Here?- Rewarding Career: Opportunity to make a significant impact on clients' financial futures.
- Unlimited Income Potential: Commission-based compensation structure without limits.
- Flexible Schedule: Emphasis on work/life balance to support personal and professional growth.
As a Financial Advisor at Strategic Fortune Wealth Management, you will:
- Cultivate and expand your client base by fostering lasting, meaningful relationships.
- Implement effective marketing strategies to attract and retain clients through referrals and targeted outreach.
- Conduct client meetings to assess financial needs and present viable solutions.
- Develop and execute personalized financial plans/strategies aligned with clients' objectives.
- Gain expertise in financial planning, risk management, and investment services.
- Collaborate with specialized teams within the firm to optimize client service and operational efficiency.
- Bachelor's degree.
- Industry licensing (Life, Accident & Health, FINRA Series 7 & 66), or the ability to obtain.
- Proven track record of success.
- Exceptional communication abilities, both verbal and written.
- Strong presence in the local market.
- High drive, confidence, and a service-oriented mindset with a strong ethical code.
- Dedication to continuous enhancement of technical skills.
- Stable financial background demonstrating fiscal responsibility.
Click the Apply link on the job post or contact us for more information.
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