Financial Advisor
2 days ago
At Sagient, we're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. As a Financial Advisor, you'll play a vital role in helping our clients achieve their long-term financial goals.
Key Responsibilities:- Work closely with clients to identify and achieve their financial objectives 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.
- Performance-based compensation, with unlimited earning potential.
- Residual income opportunities.
- 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.
- Bachelor's degree.
- Excellent interpersonal skills.
- Securities Licenses (Preferred).
- Life, Health & Accident Insurance Licenses (Preferred).
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Tax Advisor
1 month ago
Beverly Hills, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and maintain...
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Tax Advisor
1 month ago
Beverly Hills, California, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and maintain...
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Financial Planner
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Beverly Hills, California, United States Sagient Full timeUnlock Your Financial PotentialSagient, 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...
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Senior Financial Advisor
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Senior Financial Advisor
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Merrill Financial Solutions Advisor
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Market Supervision Manager
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Family Wealth Principal
1 month ago
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Family Wealth Dynamics Specialist
1 day ago
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Business Solutions Advisor
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Block Advisors Multi-Unit Team Leader
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Family Wealth Dynamics Specialist
1 month ago
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