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Holistic Financial Advisor – Growth & Autonomy
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-12
Listing for:
Sagient
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sagient is seeking a dynamic financial advisor to join our Southern California team. You will engage with clients to identify and pursue financial goals, preparing and validating comprehensive financial plans aligned with long-term objectives.
You’ll offer a full range of financial products, including fee-based planning, asset and wealth management, and risk management. Join a supportive environment with a strong mentorship program, robust technology, and marketing support.
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