Financial Advisor

Sagient; Irvine (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Performance-based compensation

Residual income

Subsidized health benefits

Marketing support and mentorship

Job summary

Sagient, a leading financial services firm, seeks a dynamic advisor to join our team in Southern California and Hawaii. As a Sagient financial advisor, you will work directly with clients to identify goals, craft holistic financial plans, and present a suite of products from our portfolio, including fee-based planning and wealth management.

You will build lasting relationships, deliver personalized solutions, and grow a practice with full marketing, mentorship, and robust tech support.

Qualifications

• Bachelor's degree
• Excellent interpersonal 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-focused

Relationship-building

Entrepreneurial mindset

Education

Bachelor's degree

Tools

CRM software

Job description

Are you passionate about building enduring client relationships and providing comprehensive financial guidance?

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team.

As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains.

If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment.

Our Mission:

At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow's wealth with wisdom and innovation.

Career Description:

Join our expanding team in Southern California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.

What We Offer:

• Performance-based compensation, unlimited earning potential
• Residual income
• Subsidized health benefits
• Customized personal business planning
• Full marketing, prospecting, and technical support
• Robust technology platform, including customizable CRM software
• Customized training and mentorship program with established advisors and leadership
• Ongoing resources and support, with autonomy to run your own practice
• Opportunity to qualify for trips to world class destinations
• In-house resources, including New Business Support, CPA's, estate planning attorneys, directors of practice development, and subject-based experts
• Transitional income possible for qualified candidates

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.

Key Traits We Value:

• Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.
• Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.
• Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.
• Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.

Qualifications:

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