Own Your Independent Financial Practice—Flexible Support

Sagient; Santa Barbara (CA); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Supported independence

Open platform

CIO access

Transition support

Marketing support

MassMutual resources

Collaborative culture

Job summary

Sagient Financial is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in building a sophisticated practice in Santa Barbara. You will cultivate long-term client relationships and deliver holistic planning with access to MassMutual resources.

This role offers independence with infrastructure, an open-architecture platform, transition guidance, marketing and growth support, and opportunities to expand services and build a team while maintaining your

Qualifications

• Active securities licenses including Series 7 and 66.
• Experience managing client relationships and delivering financial solutions.
• Desire to grow, improve the client experience, and build a more scalable practice.
• Entrepreneurial mindset with strong professional judgment.

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

Series 66

Life & Health License

Client Relationships

Holistic Planning

Entrepreneurial Mindset

Job description

Sagient Financial is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in building a sophisticated practice in Santa Barbara. You will cultivate long-term client relationships and deliver holistic planning with access to MassMutual resources.

This role offers independence with infrastructure, an open-architecture platform, transition guidance, marketing and growth support, and opportunities to expand services and build a team while maintaining your