Wealth Advisor & Client Relationship Architect

Sagient; San Diego (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Performance-based compensation

Subsidized health benefits

Robust technology platform

Mentorship program

Job summary

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic financial advisor to join our Southern California team. You will engage with clients, offering holistic guidance across insurance, investment management, and financial planning to help them reach their goals.

You will verify financial plans, present a broad suite of products, and cultivate lasting client relationships through personalized service, integrity, and collaboration.

Qualifications

• Bachelor's degree required; securities licenses preferred.
• Strong interpersonal skills and ability to build client relationships.
• Willingness to obtain securities licenses and insurance licenses (preferred).

Responsibilities

• Work with clients to identify and achieve financial goals through personalized investment strategies.
• Offer a comprehensive suite of financial products and services.
• Cultivate lasting client relationships through genuine service and solutions.
• Prepare and verify financial plans to ensure alignment with clients' long-term objectives.

Skills

Interpersonal skills

Entrepreneurial spirit

Client-centric

Relationship-driven

Lifelong learner

Education

Bachelor's degree

Tools

CRM software

Job description

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic financial advisor to join our Southern California team. You will engage with clients, offering holistic guidance across insurance, investment management, and financial planning to help them reach their goals.

You will verify financial plans, present a broad suite of products, and cultivate lasting client relationships through personalized service, integrity, and collaboration.