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Holistic Wealth Manager: Client & Planning
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-07-10
Listing for:
Sagient
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Sagient is seeking a Wealth Manager to deliver concierge-level financial guidance to premier wealth managers and their clients. You will collaborate across insurance, investments, and financial planning to craft personalized solutions and grow client books of business.
Join us to engage deeply with clients, leverage robust resources, and drive long-term outcomes while benefiting from mentorship and a supportive team culture in a leading wealth-management environment.
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