Financial Services Professional

5 days ago


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

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.
Responsibilities

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.
Requirements
  • 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.
How to Apply

Click the Apply link on the job post or contact us for more information.



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