Job Description
Job Description
Job Description
Financial Advisor (Trainee)
Strategic Fortune Wealth Management, Greater Los Angeles
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IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU?
· Do you enjoy helping people?
· Are you goal oriented and independent?
· Are you competitive and leadership driven?
· Would your peers say you are coachable?
· Can you build trusting relationships with clients?
· Are you tired of Corporate America?
If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you.
As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential.
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.
Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own.
As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:
· Help people and businesses become financially secure. Make an impact by inspiring others to take action.
· Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management.
· Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.
· Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry.
· Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss.
Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®).
Who we are seeking:
· Someone with excellent interpersonal skills and sales abilities
· Someone who believes in financial products and services
· Someone who demonstrates determination and commitment
· An entrepreneur who takes pride in his or her work
Preferred: (but not required)
· Prior sales success
· Leadership experience
· Solid understanding of the financial planning process and needs analysis
· FINRA Series 7 & 66 registrations
· State Insurance License – Life and Health
· We cater to each individual and will customize a package based on experience.
FOR EXPERIENCED ADVISORS:
· Competitive payouts
· Dedicated transition support
· Vast array of products & investment advisory platforms
· Succession planning
FOR INEXPERIENCED ADVISORS:
· Training which includes:
· Subsidized training period
· Mentor relationships
· Product specialist support
Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more.
Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career.
COMPANY DESCRIPTION:
Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area.
We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts.
· Our mission is to build relationships that last a lifetime
· Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service
· Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company.
Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790.
3480878 DOFU 03/2021
Job Tags
Traineeship,