Holistic Wealth Advisor: Build Lasting Client Partnerships
Sagient
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
Sagient in Honolulu is seeking a dynamic financial advisor to cultivate enduring client relationships and guide holistic financial planning across insurance, investments, and wealth management. You will prepare and verify plans, present a full suite of advisory services, and help clients navigate long-term financial goals with personalized strategies and thoughtful guidance.
The role offers autonomy, robust support, and opportunities to grow through advanced training and mentorship, with
Qualifications
- Bachelor's degree required.
- Excellent interpersonal and communication skills essential.
- 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
Education
Job description
Sagient in Honolulu is seeking a dynamic financial advisor to cultivate enduring client relationships and guide holistic financial planning across insurance, investments, and wealth management. You will prepare and verify plans, present a full suite of advisory services, and help clients navigate long-term financial goals with personalized strategies and thoughtful guidance.
The role offers autonomy, robust support, and opportunities to grow through advanced training and mentorship, with
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
