Financial Advisor - Unlimited Earnings & Autonomy

Sagient; San Diego (CA); On-site; USD 95,000 - 140,000; Full time

Job summary

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).

Responsibilities

• 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.

Skills

Interpersonal skills

Client relationship management

Communication

Entrepreneurial spirit

Education

Bachelor's degree

Tools

CRM software

Financial planning tools

Job description

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.