Strategic Financial Consultant
3 weeks ago
We 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 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, compassion, and empathy.
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.
The estimated salary for this position is around $80,000 - $150,000 per year, depending on experience and qualifications. Benefits may include comprehensive health insurance, retirement savings plan, and paid time off.
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Strategic Financial Advisor
3 weeks 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 Services Consultant
3 weeks 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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Senior Financial Consultant
3 weeks 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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Senior Financial Consultant
3 weeks 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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Independent Financial Advisor
3 weeks 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 Specialist
3 weeks 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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Wealth Management Consultant
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout UsStrategic Fortune Wealth Management is a premier financial planning firm specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our MissionAt Strategic Fortune Wealth Management, our mission is to build...
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Financial Services Specialist
3 weeks 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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Financial Services Advisor
3 weeks 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 Planning Expert
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeCompany OverviewStrategic 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...
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Personal Finance Advisor
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout Strategic Fortune Wealth ManagementStrategic Fortune Wealth Management is a leading financial services company specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our ExpertiseWe provide sound, professional...
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Elite Financial Services Advisor
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout the RoleThis role offers the opportunity to build a significant and sustainable financial services practice with access to resources, training, financing, facilities, and support staff. The successful candidate will be part of a dynamic team that delivers advice, strategies, and solutions needed to succeed over the long-term.The company's focus on...
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Wealth Management Professional
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout the RoleWe offer a competitive estimated salary of $120,000 - $180,000 per year, commensurate with experience. As a Financial Advisor with Strategic Fortune Wealth Management, you will have access to a comprehensive training program, ongoing support from our team of specialists, and opportunities for career growth and advancement.Your responsibilities...
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Wealth Management Professional
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeWealth Creation SpecialistStrategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. Our focus on developing deep and meaningful relationships with our clients has enabled us to succeed over the long-term.As a Wealth Management Professional,...
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Experienced Wealth Management Professional
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeKey ResponsibilitiesDevelop a client base by building lasting, meaningful relationships.Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals.Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.Create and implement customized financial...
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IT Solutions Consultant
4 weeks ago
Covina, California, United States Options for Learning Full timeAbout the Role">As a Business Systems Analyst, you will play a crucial role in overseeing and maintaining the optimal function of our information systems. This includes installation, customization, development, maintenance, and upgrading to applications, systems, and modules.The successful candidate must be able to communicate effectively, work both...
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Tax Preparation Specialist
3 weeks ago
West Covina, California, United States AppleOne Full timeCompany OverviewAt AppleOne, we are committed to excellence and innovation. Our company was founded on the principles of keeping humanity in Human Resources and Strategic, Inclusive Procurement.Salary InformationWe offer a competitive salary for this role, estimated to be around $45,000 - $60,000 per year, depending on location and experience.Job...
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Producer and Business Development Manager
2 weeks ago
West Covina, California, United States Mario Cristo - State Farm Agent Full timeRole DescriptionMario Cristo - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As an Insurance and Financial Services Position on our team, you will have the opportunity to develop strategies and establish quotas for our agency.Key...
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Residential Mortgage Expert
2 days ago
Covina, California, United States Citigroup Inc Full timeResponsibilities and RequirementsThis role involves consulting with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals, collecting and analyzing information about the customer's financial situation, financial and personal goals, tolerance for risk...
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Digital Sales Professional
2 days ago
Covina, California, United States Hibu Full timeAbout UsHibu is a leading provider of digital solutions, dedicated to helping small businesses succeed. Our team of experts is passionate about delivering innovative marketing strategies that drive results.Compensation PackageWe offer a competitive base salary of $54,000, complemented by uncapped commissions and monthly bonuses. This creates an exciting...