Holistic Wealth Advisor | Build Client Relationships

Sagient; Redondo Beach (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based compensation

Residual income

Subsidized health benefits

Full marketing and prospecting support

Robust CRM platform

Job summary

Sagient in Los Angeles is seeking a dedicated financial advisor to engage clients, offering holistic advice across insurance, investment management and financial planning. You’ll help identify goals, verify plans for accuracy, and provide a full range of advisory products.

The role emphasizes personalized strategies, strong client relationships, and collaborative support from in-house experts. Join a team that values entrepreneurial spirit, client-centric service and ongoing training.

Qualifications

• Bachelor's degree required.
• Excellent interpersonal skills required.
• 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 and services aligned with long-term objectives.
• Cultivate lasting client relationships with empathy and solutions.
• Prepare and verify financial plans for accuracy and align with long-term goals.

Skills

Interpersonal skills

Education

Bachelor's degree

Job description

Sagient in Los Angeles is seeking a dedicated financial advisor to engage clients, offering holistic advice across insurance, investment management and financial planning. You’ll help identify goals, verify plans for accuracy, and provide a full range of advisory products.

The role emphasizes personalized strategies, strong client relationships, and collaborative support from in-house experts. Join a team that values entrepreneurial spirit, client-centric service and ongoing training.