Comprehensive Financial Advisor

1 day ago


Beverly Hills, California, United States Sagient Full time
Join Our Team

We are seeking a talented individual to join our expanding team in Los Angeles as a Wealth Management Professional. As a key member, you will have the opportunity to work closely with clients, providing comprehensive guidance across insurance, investment management, and financial planning domains.

Our team is passionate about helping clients achieve their financial goals, and we're committed to fostering lasting partnerships. We offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.

Estimated Salary: $80,000 - $150,000 per year

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.

Requirements

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


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