Wealth Advisor: Holistic Planning & High-Earning Potential

Sagient; San Diego (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Performance-based pay

Unlimited earning potential

Subsidized health benefits

Customized personal business planning

Marketing, prospecting and technical/​

CRM platform access

Mentorship program with senior peers

Autonomy to run your own practice

Travel opportunities

Job summary

Sagient in Southern California is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance, investments, and planning. You will prepare and verify financial plans, offering fee-based planning, asset, risk, and wealth management solutions.

Join a team that supports autonomy to run your practice, with marketing and technical support, ongoing training, and opportunities for meaningful travel to destinations as part of a growth-focused role.

Qualifications

• Bachelor's degree is required.
• Excellent interpersonal skills are essential.
• Securities Licenses (Preferred) may be advantageous.
• Life, Health & Accident Insurance License (Preferred) is a plus.

Responsibilities

• Work closely with clients to identify and achieve their financial goals through personalized investment strategies.
• Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.
• Cultivate lasting client relationships built on genuine interest, empathy, and solutions.
• Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.

Skills

Interpersonal skills

Education

Bachelor's degree

Securities Licenses (Preferred)

Life, Health & Accident Insurance License (Preferred)

Job description

Sagient in Southern California is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance, investments, and planning. You will prepare and verify financial plans, offering fee-based planning, asset, risk, and wealth management solutions.

Join a team that supports autonomy to run your practice, with marketing and technical support, ongoing training, and opportunities for meaningful travel to destinations as part of a growth-focused role.