Independent Financial Advisor — Full Practice Support

Modern Hair & Beauty; Redondo Beach (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

Sagient Financial in El Segundo, CA seeks an experienced Financial Advisor to own and grow a sophisticated practice with independence and support. Backed by MassMutual, Sagient provides an open-architecture platform, planning resources, and transition guidance to scale your advisory business.

You will build long-term client relationships, deliver holistic financial planning, and collaborate with specialists to grow assets while upholding high standards of client service and ethics.

Qualifications

• Active securities licenses, including Series 7 and Series 66 or equivalent.
• Life and health insurance license preferred.
• Experience managing client relationships and delivering financial solutions.

Responsibilities

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

Skills

Securities licenses

Series 7

Series 66

Entrepreneurial mindset

Job description

Sagient Financial in El Segundo, CA seeks an experienced Financial Advisor to own and grow a sophisticated practice with independence and support. Backed by MassMutual, Sagient provides an open-architecture platform, planning resources, and transition guidance to scale your advisory business.

You will build long-term client relationships, deliver holistic financial planning, and collaborate with specialists to grow assets while upholding high standards of client service and ethics.