Financial Advisor Trainee
Company: Strategic Fortune Wealth Management
Location: West Covina
Posted on: August 5, 2022
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Job Description:
Job Description Financial Advisor (Trainee) Strategic Fortune
Wealth Management, Greater Los Angeles Apply 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. Securian Financial
Services, Inc., (Securian)a registered broker dealer and investment
advisor, contracts with financial professionals in independent
firms, like Strategic Fortune Wealth Management, nationwide.
You---ll receive the support of our local office and the support of
Securian. Through the Securian 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 --
Benefits (i.e., 401k with a 4% match, subsidized medical, dental,
vision, disability and E&O for those that qualify) -- Dedicated
transition support -- Vast array of products & investment advisory
platforms -- Succession planning FOR INEXPERIENCED ADVISORS: --
Training which includes: -- Subsidized training period -- Benefits
(i.e., 401k with a 4% match, subsidized medical, dental, vision,
disability E&O for those that qualify) -- 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 Securian 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 Securian Financial Services, Inc. Member
FINRA/SIPC. Strategic Fortune Wealth Management is independently
owned and operated. 1050 Lakes Drive, Ste 225, West Covina, CA
91790. 3480878 DOFU 03/2021
Keywords: Strategic Fortune Wealth Management, West Covina , Financial Advisor Trainee, Accounting, Auditing , West Covina, California
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