Holistic Financial Advisor: Build Lasting Client Wealth

Sagient; Irvine (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance-based compensation

Residual income

Subsidized health benefits

Customized personal business planning

Full marketing, prospecting, and tech.

Robust technology platform

Customized training and mentorship

Autonomy to run your own practice

Trips to world-class destinations

Job summary

Sagient in Orange County is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance, investments, and wealth planning. You will identify goals, prepare plans, and offer a full suite of products aligned with long-term objectives.

Join a collaborative team that provides marketing, mentorship, and robust technology to help you grow your practice while delivering tailored strategies for clients’ wealth journeys.

Qualifications

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

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.

Skills

Interpersonal skills

Education

Bachelor's degree

Tools

CRM software

Job description

Sagient in Orange County is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance, investments, and wealth planning. You will identify goals, prepare plans, and offer a full suite of products aligned with long-term objectives.

Join a collaborative team that provides marketing, mentorship, and robust technology to help you grow your practice while delivering tailored strategies for clients’ wealth journeys.