Financial Advisor

Financial Advisor

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals.

Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We’re on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Career

Description:

Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients’ long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee‑based financial planning, asset, risk, and wealth management.

What We Offer:

• Performance‑based compensation, unlimited earning potential
• Residual income
• Subsidized health benefits
• Customized personal business planning
• Full marketing, prospecting, and technical support
• Robust technology platform, including customizable CRM software
• Customized training and mentorship program with established advisors and leadership
• Ongoing resources and support, with autonomy to run your own practice
• Opportunity to qualify for trips to world‑class destinations
• In‑house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject‑based experts
• Transitional income possible for qualified candidates

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

Key Traits We Value:

• Entrepreneurial Spirit:
  Embrace risk and reward, crafting tailored success plans
• Client‑centric:
  Our clients are our priority; comprehensive advice and planning are fundamental
• Relationship‑Driven:
  Develop lasting bonds built on genuine interest, empathy, and solutions
• Lifelong Learners:
  Curiosity drives growth; there’s always more to discover in this evolving field

Qualifications:

• Bachelor's degree
• Excellent interpersonal skills
• Securities Licenses (Preferred)
• Life, Health & Accident Insurance License (Preferred)

• Mid-Senior level

• Full-time

• Finance and Sales