Experienced Financial Advisor

Job Description

Build the Practice You Envision—With the Right Support Behind You

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Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice.

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Our advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale.

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Backed by the strength and stability of MassMutual, Sagient offers the resources of an established organization with the personal attention and agility of a boutique firm.

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What You’ll Do

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• Develop and manage long-term client relationships
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• Deliver holistic financial planning across investments, protection, retirement, estate, and business-planning needs
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• Grow and deepen your existing client relationships and assets under management
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• Collaborate with investment, advanced-planning, insurance, and practice-management specialists
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• Build your individual brand, team, or larger enterprise
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• Identify opportunities for referrals, strategic partnerships, and practice acquisitions
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• Maintain high standards of client service, compliance, and professional integrity
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What Sagient Provides

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• Supported independence and flexibility in how you build your practice
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• A broad, open-architecture investment platform
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• Access to a Chief Investment Officer and advanced-planning resources
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• Dedicated transition support for licensing, onboarding, technology, and client segmentation
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• Marketing and practice-growth assistance
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• Resources for business-owner, executive-benefit, estate, and legacy-planning opportunities
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• Opportunities to build a team, mentor developing advisors, and create additional revenue streams
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• The financial strength and resources of MassMutual
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• A collaborative, entrepreneurial culture where advisor input is valued
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Who We’re Looking For

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• An established financial advisor, wealth advisor, or financial-planning professional
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• Active securities licenses, including Series 7 and Series 66 or equivalent
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• Life and health insurance license preferred
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• Experience managing client relationships and delivering financial solutions
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• A desire to grow, improve the client experience, and build a more scalable practice
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• An entrepreneurial mindset with strong professional judgment
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• A commitment to holistic, client-centered planning
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• Existing clients, assets under management, or a demonstrated record of business development preferred
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This Opportunity May Be Right for You If You Want To

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• Retain greater ownership of your practice and client relationships
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• Expand beyond a limited product or investment platform
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• Increase your planning and wealth-management capabilities
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• Remove operational pain points that are limiting growth
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• Build a team, acquire another practice, or develop a succession strategy
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• Gain meaningful support without sacrificing your identity or independence
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At Sagient, you do not have to choose between independence and infrastructure. You can own and build your practice your way—with experienced people, sophisticated resources, and a personalized transition strategy behind you.

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Let’s explore what your practice could become!

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#LI-MMS1

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SMELV

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