Holistic Wealth Advisor | Build Client Relationships
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Sagient in Los Angeles is seeking a dedicated financial advisor to engage clients, offering holistic advice across insurance, investment management and financial planning. You’ll help identify goals, verify plans for accuracy, and provide a full range of advisory products.
The role emphasizes personalized strategies, strong client relationships, and collaborative support from in-house experts. Join a team that values entrepreneurial spirit, client-centric service and ongoing training.
We are looking to fill the Holistic Wealth Advisor | Build Client Relationships position at Sagient in Redondo Beach, CA, United States.
For the Holistic Wealth Advisor | Build Client Relationships position at Sagient, we are reviewing applications now.
Step into the Holistic Wealth Advisor | Build Client Relationships role at Sagient in Redondo Beach, CA, United States and grow with us.
Please review the full job details above before applying.
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