Financial Advisor - San Diego

Sagient; San Diego (CA); Sur place; USD 95 000 - 140 000; Plein temps

Résumé du poste

Sagient in Southern California seeks a Financial Advisor who can engage clients and provide holistic guidance across insurance, investments, and financial planning. The role emphasizes personalized solutions, collaboration, and long‑term client success.

You will identify client goals, verify plans for accuracy, and offer a full suite of financial services, including fee-based planning, asset and wealth management. Join a team dedicated to lasting partnerships and strategic insight.

Qualifications

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

Responsabilités

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

Connaissances

Interpersonal skills

Client relationship management

Communication

Entrepreneurial spirit

Formation

Bachelor's degree

Outils

CRM software

Financial planning tools

Description du poste

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

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.

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)