Experienced Financial Advisor

4 days ago

West Covina, United States Strategic Fortune Wealth Management Full time
Job DescriptionJob Description

Experienced Financial Advisor Job Description

Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you 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 “Table Stakes” for this career.

We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858.

Meet Strategic Fortune Wealth Management

Strategic 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. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team.

 

Responsibilities

  • Develop your 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 plans/strategies to enable clients to reach their goals and objectives.
  • Master the fundamentals of financial planning, risk management, and investment management services.
  • Utilize your firm’s team of specialists to successfully run your practice.

 

Desired Characteristics, Skills, & Experience

· 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

· Very high ego drive and confidence

· Service orientation and strong code of personal ethics

· Committed to and appreciation for improving technical skills

· Stable financial background

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