Financial Planner

4 weeks 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)


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