Experienced Financial Advisor

Sagient; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Independent practice

CIO access

Transition support

Marketing assistance

Growth resources

MassMutual backing

Collaborative culture

Job summary

Sagient seeks an experienced financial advisor to gain ownership, flexibility, and robust support in growing a sophisticated practice in San Diego. You’ll have entrepreneurial freedom while accessing planning capabilities, investment resources, and transition guidance to scale.

Backed by MassMutual, Sagient combines boutique agility with established resources, including marketing support and access to advanced-planning resources to help you build your client base and practice.

Qualifications

• Active securities licenses (Series 7 and Series 66 or equivalent)
• Life and health insurance license preferred
• Experience managing client relationships and delivering financial solutions
• Entrepreneurial mindset with strong professional judgment and client-centered planning

Responsibilities

• Develop and manage long-term client relationships
• Deliver holistic financial planning across investments, protection, retirement, estate, and business planning
• Grow and deepen existing client relationships and assets under management
• Collaborate with investment, advanced-planning, insurance, and practice-management specialists
• Build your individual brand, team, or larger enterprise
• Identify opportunities for referrals, strategic partnerships, and practice acquisitions
• Maintain high standards of client service, compliance, and professional integrity

Skills

Series 7 license

Series 66 license

Client relationship mgmt

Holistic financial planning

Job description

Build the Practice You Envision-With the Right Support Behind You

Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice.

Our advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale.

Backed by the strength and stability of MassMutual, Sagient offers the resources of an established organization with the personal attention and agility of a boutique firm.

What You'll Do

• Develop and manage long-term client relationships
• Deliver holistic financial planning across investments, protection, retirement, estate, and business-planning needs
• Grow and deepen your existing client relationships and assets under management
• Collaborate with investment, advanced-planning, insurance, and practice-management specialists
• Build your individual brand, team, or larger enterprise
• Identify opportunities for referrals, strategic partnerships, and practice acquisitions
• Maintain high standards of client service, compliance, and professional integrity

What Sagient Provides

• Supported independence and flexibility in how you build your practice
• Access to a Chief Investment Officer and advanced-planning resources
• Dedicated transition support for licensing, onboarding, technology, and client segmentation
• Marketing and practice-growth assistance
• Resources for business-owner, executive-benefit, estate, and legacy-planning opportunities
• Opportunities to build a team, mentor developing advisors, and create additional revenue streams
• The financial strength and resources of MassMutual
• A collaborative, entrepreneurial culture where advisor input is valued

Who We're Looking For

• An established financial advisor, wealth advisor, or financial-planning professional
• Active securities licenses, including Series 7 and Series 66 or equivalent
• Life and health insurance license preferred
• Experience managing client relationships and delivering financial solutions
• A desire to grow, improve the client experience, and build a more scalable practice
• An entrepreneurial mindset with strong professional judgment
• A commitment to holistic, client-centered planning
• Existing clients, assets under management, or a demonstrated record of business development preferred

This Opportunity May Be Right for You If You Want To

• Retain greater ownership of your practice and client relationships
• Expand beyond a limited product or investment platform
• Increase your planning and wealth-management capabilities
• Remove operational pain points that are limiting growth
• Build a team, acquire another practice, or develop a succession strategy
• Gain meaningful support without sacrificing your identity or independence

At Sagient, you do not have to choose between independence and infrastructure. You can own and build your practice your way-with experienced people, sophisticated resources, and a personalized transition strategy behind you.

Let's explore what your practice could become!