Financial Advisor: Build Lasting Relationships & Own Your Practice

Sagient; Irvine (CA); In loco; USD 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance-based compensation

Residual income

Subsidized health benefits

Full marketing, prospecting, and tech.

Robust technology platform

Customized training and mentorship

Autonomy to run your own practice

Descrizione del lavoro

Sagient is seeking a dynamic financial advisor to join our Orange County team. You will engage with clients, offering holistic guidance across insurance, investment management, and financial planning, with a focus on personalized solutions and enduring partnerships.

You will prepare and verify comprehensive financial plans, leverage our portfolio of products, and benefit from strong support including marketing, technology, and mentorship to help clients reach their long-term goals.

Competenze

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

Mansioni

• Work closely with clients to identify and help them 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.

Conoscenze

Excellent interpersonal skills

Formazione

Bachelor's degree

Securities Licenses (Preferred)

Life, Health & Accident Insurance License (Preferred)

Descrizione del lavoro

Sagient is seeking a dynamic financial advisor to join our Orange County team. You will engage with clients, offering holistic guidance across insurance, investment management, and financial planning, with a focus on personalized solutions and enduring partnerships.

You will prepare and verify comprehensive financial plans, leverage our portfolio of products, and benefit from strong support including marketing, technology, and mentorship to help clients reach their long-term goals.