Own Your Flexible, Independent Financial Practice

Sagient; Honolulu (HI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Open-architecture platform

Transition support for licensing andOn

Marketing and growth assistance

Job summary

Sagient Financial is seeking an experienced Financial Advisor in Hawaii to join a growth-oriented practice backed by MassMutual resources. This role offers entrepreneurial freedom with access to planning capabilities, investment resources, advanced-market expertise, technology, and marketing support.

The advisor will build and manage client relationships while scaling their practice. You’ll collaborate with specialists across investment, advanced-planning, insurance, and practice management,

Qualifications

• Active securities licenses (Series 7 and 66 or equivalent) and related credentials.
• Proven ability to manage client relationships and grow assets under management.
• Entrepreneurial mindset with drive to build a scalable advisory practice.
• Commitment to holistic, client-centered financial 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 client relationships and assets under management.
• Collaborate with investment, advanced planning, insurance, and practice-management specialists.
• Build your personal brand, team, or larger enterprise.
• Identify referrals, strategic partnerships, and practice acquisitions.
• Maintain high standards of client service, compliance, and integrity.

Skills

Active securities licenses

Relationship management

Entrepreneurial mindset

Holistic planning

Tools

Open-architecture platform

Job description

Sagient Financial is seeking an experienced Financial Advisor in Hawaii to join a growth-oriented practice backed by MassMutual resources. This role offers entrepreneurial freedom with access to planning capabilities, investment resources, advanced-market expertise, technology, and marketing support.

The advisor will build and manage client relationships while scaling their practice. You’ll collaborate with specialists across investment, advanced-planning, insurance, and practice management,