Own Your Financial Practice: Flexible, Fully Supported

Sagient; Palm Springs (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Independence with support

Open-architecture platform

Transition and onboarding support

Marketing and growth resources

Access to Chief Investment Officer

Job summary

Sagient invites experienced financial advisors to join a growth-focused boutique with MassMutual backing. Develop a scalable practice, manage client relationships, and access sophisticated planning, investment resources, and transition support to build a larger enterprise while maintaining independence.

You’ll collaborate with specialists and leverage marketing, technology, and a broad platform to expand your client base and assets under management.

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.
• Entrepreneurial mindset with strong professional judgment.
• Holtistic, client-centered planning.

Responsibilities

• Develop and manage long-term client relationships
• Deliver holistic financial planning across investments, protection, retirement, estate, and business-planning needs
• Grow and deepen your 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

Skills

Series 7 license

Series 66 license

Life & health license

Client relationship management

Entrepreneurial mindset

Holistic planning

Job description

Sagient invites experienced financial advisors to join a growth-focused boutique with MassMutual backing. Develop a scalable practice, manage client relationships, and access sophisticated planning, investment resources, and transition support to build a larger enterprise while maintaining independence.

You’ll collaborate with specialists and leverage marketing, technology, and a broad platform to expand your client base and assets under management.