Job Description

1 week ago Be among the first 25 applicants

Strategic Fortune Wealth Management , a premier boutique financial firm in Greater Los Angeles, is seeking dynamic and ambitious professionals to join our expanding team. We offer a robust platform for advisors to elevate their careers in the financial services industry, providing access to comprehensive products and services, state-of-the-art financial tools and technology, and unwavering support from our leadership and support staff.

Why Work Here?

• Rewarding Career : Make a significant impact on clients' financial futures.
• Independence plus Support : Build your own practice with the backing of local leaders, dedicated support staff, and a large Broker Dealer.
• 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.

What We Are Looking For

• 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

Responsibilities

As a Financial Advisor at Strategic Fortune Wealth Management, you will:

• 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.

Company Overview

Strategic Fortune Wealth Management is committed to fostering lasting financial security for our clients. Our team, composed of professionals with extensive designations and a commitment to ethical standards, prioritizes building profound client relationships founded on trust and integrity.

Join us at Strategic Fortune Wealth Management and embark on a fulfilling journey where your ambition and dedication are valued and supported.

How to Apply:

Click the Apply option here OR contact us for more information:

1000 Lakes Drive Suite 340 West Covina, CA 91790 | phone: 626-514-9944 |

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), 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. Cetera is under separate ownership from any other named entity.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

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