Financial Advisor

5 days ago


Irvine, California, United States Sagient - A Subsidiary Mass Mutual Full time
Financial Advisor Job Description

We are seeking a skilled Financial Advisor to join our team at Sagient - A Subsidiary Mass Mutual. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Gather and analyze client financial information to determine their financial status, cash flow, and financial objectives.
  • Provide exceptional customer service to existing clients, tracking and monitoring communications in their files.
  • Identify and establish new client relationships, creating strong bonds as their trusted advisor.
  • Aid clients in implementing financial recommendations, such as savings plans, life insurance, and other financial products.
  • Research and provide financial advice and strategies tailored to each client's risk tolerance and financial objectives.
Qualifications:
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant.
  • Bachelor's degree in business administration, finance, or a related field.
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations.
  • Computer proficiency in MS Office, Google Suite, CRM systems, and financial planning software.
  • CPA license, CFP certification, and FINRA Series 7 and 66 licenses.
Compensation:

$70,000 - $120,000 at plan.


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