Financial Advisor - San Diego

Sagient; San Diego (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Performance-based compensation

Subsidized health benefits

Robust technology platform

Mentorship program

Job summary

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic financial advisor to join our Southern California team. You will engage with clients, offering holistic guidance across insurance, investment management, and financial planning to help them reach their goals.

You will verify financial plans, present a broad suite of products, and cultivate lasting client relationships through personalized service, integrity, and collaboration.

Qualifications

• Bachelor's degree required; securities licenses preferred.
• Strong interpersonal skills and ability to build client relationships.
• Willingness to obtain securities licenses and insurance licenses (preferred).

Responsibilities

• Work with clients to identify and achieve financial goals through personalized investment strategies.
• Offer a comprehensive suite of financial products and services.
• Cultivate lasting client relationships through genuine service and solutions.
• Prepare and verify financial plans to ensure alignment with clients' long-term objectives.

Skills

Interpersonal skills

Entrepreneurial spirit

Client-centric

Relationship-driven

Lifelong learner

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, 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 Southern California. 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)