Own Your Practice: Independent Wealth Advisor

Sagient; Santa Barbara (CA); On-site; USD 90,000 - 180,000; Full time

Job summary

Sagient Financial in Santa Barbara, CA seeks an experienced financial advisor to own a sophisticated practice with strong support and independence. Backed by MassMutual, Sagient offers access to planning capabilities, investment resources, technology, marketing support, and a strategic transition pathway.

You will develop client relationships, provide holistic planning across investments, retirement, estate, and business needs, and grow your AUM while collaborating with specialists to expand the

Qualifications

• Established financial advisor with active securities licenses (Series 7/66 or equivalent).
• Experience managing client relationships and delivering financial solutions.
• Desire to grow, improve client experience, and build a scalable practice.

Responsibilities

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

Skills

Established advisor

Client relationships

Holistic planning

Business development

Commercial acumen

Education

Series 7 license

Series 66 license

Life & health license preferred

Tools

Open-architecture platform

Advanced planning resources

Job description

Sagient Financial in Santa Barbara, CA seeks an experienced financial advisor to own a sophisticated practice with strong support and independence. Backed by MassMutual, Sagient offers access to planning capabilities, investment resources, technology, marketing support, and a strategic transition pathway.

You will develop client relationships, provide holistic planning across investments, retirement, estate, and business needs, and grow your AUM while collaborating with specialists to expand the