Financial Planner

2 days ago


Beverly Hills, California, United States Sagient Full time
Unlock Your Financial Potential

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team as a Financial Advisor. 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.

Our mission is to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. We're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence.

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 Licenses (Preferred)


  • Beverly Hills, California, United States Inova Health System Full time

    Job Title: SAP Supply Chain PlannerPharmavite is seeking a highly skilled SAP Supply Chain Planner to join our team. As a key member of our Supply Chain Planning team, you will be responsible for leading and driving strategy, process, and planning system improvements.Key Responsibilities:Lead and drive strategy, process, and planning system...


  • Beverly Hills, California, United States Fashion Nova Full time

    About Fashion NovaFashion Nova is a leading trend-to-market fashion and lifestyle brand with a strong presence in the global market. Our brand is known for delivering the most-wanted styles to millions of customers worldwide.Role OverviewWe are seeking a Senior Merchandise Planner to join our team. The ideal candidate will have a strong background in...

  • Supply Chain Planner

    17 hours ago


    Beverly Hills, California, United States Inova Health System Full time

    Job Title: Supply Chain PlannerPharmavite is seeking a highly skilled Supply Chain Planner to join our team. As a key member of our Supply Chain Planning team, you will be responsible for leading and driving strategy, process, and planning system improvements to support ideal customer service levels and inventory balances.Key Responsibilities:Utilize the MRP...

  • Finance Director

    4 weeks ago


    Beverly Hills, California, United States Live Nation Worldwide, Inc. Full time

    Job Title: Director FinanceAbout the Role:We are seeking a highly skilled and experienced Director Finance to join our team at Live Nation Worldwide, Inc. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and implement financial planning and analysis strategies to...

  • Finance Director

    3 weeks ago


    Beverly Hills, California, United States Ticketmaster Entertainment, Inc. Full time

    Job SummaryTicketmaster Entertainment, Inc. is seeking a highly skilled Finance Director to join our Corporate Finance team. As a key member of our leadership team, you will be responsible for guiding financial decision-making, identifying growth opportunities, and mitigating risks.Key ResponsibilitiesDevelop and implement financial strategies to drive...


  • Auburn Hills, Michigan, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity and independence. With a strong focus on collaboration and personal development, we have been serving clients since 1901.Job DescriptionAs a Senior Financial Advisor at Baystate Financial, you will be responsible for...

  • Demand Planner

    3 weeks ago


    Auburn Hills, Michigan, United States Guardian Industries Full time

    Your RoleGuardian Industries is seeking a skilled Demand Planner to join their team in Auburn Hills, MI!The Demand Planner will be responsible for developing and maintaining a monthly demand plan, combining statistical forecast, sales intelligence, and other relevant inputs. This role requires a strong understanding of the products and the glass market, as...


  • West Hills, United States Adecco Full time

    Job Title: Manufacturing Demand PlannerAdecco is seeking a skilled Manufacturing Demand Planner to join our team in the San Fernando Valley area. As a key member of our supply chain team, you will be responsible for creating accurate SKU/DC forecasts, diagnosing problems in the forecast, and making appropriate adjustments.Responsibilities:Utilize planning...

  • Financial Advisor

    2 months ago


    Rochester Hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking a sharp, motivated, and detail-oriented Financial Advisor to join their team.The practice...

  • Financial Advisor

    2 weeks ago


    rochester hills, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking a sharp, motivated, and detail-oriented Financial Advisor to join their team.The practice...

  • Demand Planner

    3 weeks ago


    Auburn Hills, United States Guardian Industries Full time

    Your Job Guardian Industries is seeking a Demand Planner in Auburn Hills, MI! The demand planner is responsible for building a consensus demand plan, combining statistical forecast, sales intelligence and other relevant inputs. The person in this role will build knowledge of the products and the glass market, maintain relationships with sales and marketing...


  • Rochester Hills, Michigan, United States TalentWealth Full time

    Financial Advisor OpportunityTalentWealth Recruiting is proud to partner with a successful independent wealth management team in Rochester Hills, MI to find a skilled Financial Advisor to join their practice.The ideal candidate will have a strong background in financial planning and wealth management, with excellent communication and interpersonal skills....

  • Supply Planner

    4 days ago


    West Hills, United States Pharmavite Full time

    HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete nutrition for all, each endeavor is urgent and every day counts. You'll have the opportunity to work on the #1 selling national vitamin and supplement brand, Nature Made, as well as an exciting portfolio of other products that are shaping...

  • Supply Planner

    4 weeks ago


    West Hills, United States Pharmavite Full time

    HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete nutrition for all, each endeavor is urgent and every day counts. You'll have the opportunity to work on the #1 selling national vitamin and supplement brand, Nature Made, as well as an exciting portfolio of other products that are shaping...


  • Farmington Hills, Michigan, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a Financial Advisor, you will be responsible for delivering a full range of goals-based financial planning and wealth strategies to our clients.Key ResponsibilitiesDeliver customized solutions and the full resources of Bank of...


  • Penn Hills, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them to achieve their short and long-term financial...


  • Wellesley Hills, Massachusetts, United States Bank of America Full time

    Merrill Wealth Management OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through a personalized approach.Key...


  • Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow your client base by developing strong relationships and providing exceptional client experiencesDesign personalized financial...


  • Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow Your Client Base by developing strong relationships, leveraging your network, and delivering exceptional client experiencesBuild...


  • Penn Hills Township, PA, USA, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement customized financial plans to meet clients' unique needs and...

  • Technical Planner

    4 weeks ago


    Forest Hills, New York, United States Spectrum Innovations Full time

    About Spectrum InnovationsWe are a forward-thinking company that has evolved over 90 years to become a full-service provider for vehicle and facility equipment. Our commitment to innovation and excellence has enabled us to offer a unique work environment that balances personal and professional growth.What We Offer30 days of paid vacation to recharge and...


  • Blue Hills, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Bloomfield Hills, United States Citizens Full time

    DescriptionPrivate Client Relationship Manager - Rochester Hills, MI Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking,...


  • Rochester Hills, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...


  • Auburn Hills, Michigan, United States NESCO Inc Full time

    Job Title: Customer Service RepresentativeAt NESCO Inc, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our domestic customers.Key Responsibilities:Respond to customer inquiries and resolve disputes in a timely...