Financial Advisor Irvine

Full-time

Sagient

Description:: Join our expanding team in Orange County. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.   

What We Offer:

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

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.  
Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.

  Key Traits We Value:

Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.  
Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.  
Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.  
Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.

Qualifications:

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

Apply

Vacancy posted 28 days ago

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