Financial Advisor - San Diego

Description::   Join our expanding team in Southern California. 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)

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