Own Practice: Independent Wealth Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Sagient Financial in Santa Barbara, CA seeks an experienced financial advisor to own a sophisticated practice with strong support and independence. Backed by Mass Mutual, Sagient offers access to planning capabilities, investment resources, technology, marketing support, and a strategic transition pathway.
You will develop client relationships, provide holistic planning across investments, retirement, estate, and business needs, and grow your AUM while collaborating with specialists to expand the
We are currently recruiting a Own Your Practice:
Independent Wealth Advisor for our team in Santa Barbara, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Own Your Practice:
Independent Wealth Advisor role in the description above.
We appreciate your interest in this position.
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