Senior Financial Consultant

3 days ago


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

**Estimated Salary:** $80,000 - $120,000 per year

At 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 position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are essential for this career.

  • Develop lasting relationships with clients by building trust and understanding their financial needs.
  • Utilize marketing strategies to expand your business and capitalize on referrals.
  • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.
  • Create customized financial plans/strategies to enable clients to reach their goals and objectives.
  • Maintain knowledge of industry fundamentals, risk management, and investment management services.

**Requirements:

* Bachelor's degree* Licensure & Registrations (Life, Accident & Health, Series 7 & 66)* Leadership and demonstrated track record of success* Great communication skills (verbal, written, body language/empathy)* Team player (inter-dependent)* Strong market/well connected* High ego drive and confidence* Service orientation and strong code of personal ethics* Committed to improving technical skills* Stable financial background



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