Senior Financial Planning Consultant

6 days ago


Raleigh, North Carolina, United States Sagient Full time
Financial Advisor Opportunity

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team.

We offer a compensation package with unlimited earning potential, based on performance. Our experienced advisors have achieved significant success in their careers, demonstrating the rewards of this role. Your annual salary will be approximately $70,000 - $100,000, depending on your experience and performance.

Key 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.

We value entrepreneurial spirit, client-centricity, relationship-driven approaches, and lifelong learning. If you possess these traits and are driven by a desire to empower individuals to navigate their financial journey with confidence, we invite you to apply for this opportunity.

Qualifications
  • Bachelor's degree
  • Excellent interpersonal skills
  • Securities Licenses (Preferred)
  • Life, Health & Accident Insurance Licenses (Preferred)


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