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SalarySagient is searching for a self-motivated individual with integrity and a drive to positively impact lives. If you are considering a career as a Financial Advisor, we provide the full training and support you need to build a sustainable career. If you are an experienced Advisor, we will work diligently in achieving your business goals.
Career Description:
As a Financial Advisor, you will work with clients to identify and achieve their financial goals. We offer a comprehensive suite of financial products and services to develop sound, long-term financial strategies for individuals, families, and businesses.
Training, Support, and Professional Development:
Sagient offers a comprehensive training program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Advisors and Professionals who will assist you in developing a clientele. We provide the resources and ongoing support you need, with the freedom and autonomy of running your own practice.
About Sagient:
Sagient is a nationally recognized firm and leader in providing comprehensive financial planning solutions. We provide strategic advice through a broad range of solutions including insurance, cash management, asset management, college planning, business solutions, retirement and estate planning.
Our team is comprised of seasoned professionals with various disciplines. We have a strong executive leadership team providing practice management support to help our associates maximize their full potential. We are a diverse group of individuals, and a team of over 100 professionals, with several offices in Southern California and Hawaii, with our headquarters in Beverly Hills, CA.
Core Values of a Sagient Advisor:
Integrity
Teamwork
Lifetime learner
Accountability
Desire to help others
What We Offer:
Performance-based compensation including bonuses
Residual income
Subsidized health benefits
Customized Personal Business Planning
Full marketing support, prospecting, and technical assistance
Robust Technology platform including customizable CRM software
Customized mentorship program with established Advisors and Managers
Ongoing resources and support, with the autonomy to run your own practice
Opportunity to qualify for trips to enchanting destinations
In-house resources including but not limited to, New Business Support, CPA’s, Estate Planning Attorney, Director of Practice Development, Subject based experts, Management and Leadership team.
Qualifications:
Bachelor's degree, preferably in Finance or related field
General understanding of financial services
Excellent interpersonal skills
