Financial Advisor Orange County

Sagient; Irvine (CA); Presencial; USD 70.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Excellent interpersonal skills

Educación

Bachelor's degree

Securities Licenses (Preferred)

Life, Health & Accident Insurance License (Preferred)

Descripción del empleo

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, we invite you to apply and contribute as we empower clients to achieve their financial goals.

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 Orange County. 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)