Financial Advisor Los Angeles

Sagient; Los Angeles (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Performance-based pay

Residual income

Subsidized health benefits

Marketing and technical support

Mentorship program

Autonomy to run your own practice

Travel opportunities

Job summary

Sagient in Los Angeles seeks a proactive Financial Advisor to engage clients with comprehensive guidance across insurance, investments, and financial planning. You will prepare and verify financial plans, ensuring alignment with long-term objectives while offering a full portfolio of fee-based planning and wealth management solutions.

Join a mission-driven team that emphasizes enduring partnerships, mentorship, and autonomy to build your own advisory practice within a supportive infrastructure.

Qualifications

• Bachelor's degree required or equivalent experience.
• Excellent interpersonal and communication skills essential.
• Securities licenses preferred; life/health/accident insurance licenses preferred.

Responsibilities

• Work closely with clients to identify and achieve financial goals through personalized strategies.
• Offer a comprehensive suite of financial products aligned with long-term objectives.
• Cultivate lasting client relationships through empathy, active listening, and solutions.

Skills

Excellent interpersonal skills

Client relationship management

Education

Bachelor's degree

Securities Licenses (Preferred)

Life, Health & Accident Insurance License (Preferred)

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.

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 Los Angeles. 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)