Financial Advisor Irvine
Full-time
Sagient
Description:: Join our expanding team in Los Angeles. 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)
Vacancy posted 7 days ago
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