Strategic Fortune Wealth Management · 1 day ago
Financial Advisor
West Covina, CA
Full-time
Onsite
Entry, Mid LevelStrategic Fortune Wealth Management is a premier boutique financial firm in Greater Los Angeles, seeking dynamic and ambitious professionals to join their expanding team. The role of Financial Advisor involves expanding the client base, implementing marketing strategies, conducting client meetings, and developing personalized financial plans.
Responsibilities
Expand your client base by cultivating 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
Qualification
Required
Bachelor's degree
One or more industry registration including: FINRA Series 6, 7, 63, 65, and/or 66
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
Benefits
Unlimited Income Potential: Enjoy a commission-based compensation structure with no limits.
Flexible Schedule: Achieve work/life balance to support both personal and professional growth.
Company
Strategic Fortune Wealth Management
Own your finances, design your future, and embark on a transformative journey with Strategic Fortune Wealth Management.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase