Client-Centric Wealth Advisor: Autonomy & Growth

Sagient; Honolulu (HI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Performance pay

Residual income

Health benefits

Personal business planning

Job summary

Sagient in Honolulu seeks a dedicated Financial Advisor to deliver holistic financial guidance across insurance, investments, and planning. You will work with clients to create tailored plans, evaluate risks, and help them reach long-term objectives with personalized advice.

Join a team that values entrepreneurial spirit, client-centric service, and ongoing mentorship. The role offers full marketing and tech support to empower your practice and growth in a collaborative environment.

Qualifications

• Bachelor's degree required.
• Excellent interpersonal and communication skills.
• Securities Licenses (Preferred).
• Life, Health & Accident Insurance License (Preferred).

Responsibilities

• Work closely with clients to identify and achieve their financial goals through personalized investment strategies.
• Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.
• Cultivate lasting client relationships built on genuine interest, empathy, and solutions.
• Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.

Skills

Interpersonal skills

Client relationships

Entrepreneurial spirit

Communication

Education

Bachelor's degree

Tools

CRM software

Job description

Sagient in Honolulu seeks a dedicated Financial Advisor to deliver holistic financial guidance across insurance, investments, and planning. You will work with clients to create tailored plans, evaluate risks, and help them reach long-term objectives with personalized advice.

Join a team that values entrepreneurial spirit, client-centric service, and ongoing mentorship. The role offers full marketing and tech support to empower your practice and growth in a collaborative environment.