Independent Financial Advisor — Build Your Own Practice

Sagient; San Diego (CA); Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Independent practice

CIO access

Transition support

Marketing assistance

Growth resources

MassMutual backing

Collaborative culture

Descripción de la vacante

Sagient seeks an experienced financial advisor to gain ownership, flexibility, and robust support in growing a sophisticated practice in San Diego. You’ll have entrepreneurial freedom while accessing planning capabilities, investment resources, and transition guidance to scale.

Backed by MassMutual, Sagient combines boutique agility with established resources, including marketing support and access to advanced-planning resources to help you build your client base and practice.

Formación

• Active securities licenses (Series 7 and Series 66 or equivalent)
• Life and health insurance license preferred
• Experience managing client relationships and delivering financial solutions
• Entrepreneurial mindset with strong professional judgment and client-centered planning

Responsabilidades

• Develop and manage long-term client relationships
• Deliver holistic financial planning across investments, protection, retirement, estate, and business planning
• Grow and deepen existing client relationships and assets under management
• Collaborate with investment, advanced-planning, insurance, and practice-management specialists
• Build your individual brand, team, or larger enterprise
• Identify opportunities for referrals, strategic partnerships, and practice acquisitions
• Maintain high standards of client service, compliance, and professional integrity

Conocimientos

Series 7 license

Series 66 license

Client relationship mgmt

Holistic financial planning

Descripción del empleo

Sagient seeks an experienced financial advisor to gain ownership, flexibility, and robust support in growing a sophisticated practice in San Diego. You’ll have entrepreneurial freedom while accessing planning capabilities, investment resources, and transition guidance to scale.

Backed by MassMutual, Sagient combines boutique agility with established resources, including marketing support and access to advanced-planning resources to help you build your client base and practice.