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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. 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.

   Financial Advisor Trainee

Remote


Employment Type

Full-Time


Compensation

$64,000 to $102,000 per year (plus commission)


Why Work Here?

Rewarding career, great benefits, unlimited income potential, flexible schedule to support work/life balance.


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


Looking for a diverse and inclusive work environment? We’re excited that you are interested in joining our team, and invite you to share your resume for consideration.

   Experienced Financial Advisor

Employment Type

Full-Time


Compensation

$70,000 to $150,000 per year (plus commission)


Why Work Here?

Rewarding career, great benefits, unlimited income potential, flexible schedule to support work/life balance.


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. 


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



Looking for a diverse and inclusive work environment? We’re excited that you are interested in joining our team, and invite you to share your resume for consideration.


About Us

We’re a holistic planning firm helping clients in the Greater Los Angeles area define and pursue their goals to live the life they desire.

About Us

Our Team

Our diverse backgrounds help us understand each client’s unique needs and guide them with a tailored approach.

Meet the Team

Contact Us

Contact us today to learn more about how we can help you pursue what matters most in your life with confidence.

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