Financial Advisor - San Diego
Full-time
Sagient
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)
#LI-MMSG1
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Financial Advisor - San Diego in San Diego, CA vacancy
- ...Experienced Financial Advisor Location: San Diego, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in...SuggestedFull time
- ...Job Description Job Description Associate — Finance (Banking: Lender & Borrower Side) Location: San Diego Practice: Banking / Lender & Borrower Side Experience: Minimum 2 years Type: Full-Time Direct Counsel represents an AmLaw 100 firm seeking a...SuggestedFull timeWork at office
Direct Counsel
San Diego, CA7 days ago - ...Law 100 firm in its search for a Senior Associate to join its Project Development & Finance Practice in Houston, New York, or San Diego . Position: Associate – Finance – Project Development & Finance – Senior Location: Houston, New York, San Diego...SuggestedWork at office
Direct Counsel
San Diego, CA7 days ago $150k - $300k
...their time consulting and closing, not cold prospecting. Our San Diego team is based in our Banker Hill office, located next to Balboa... ..., text, and email Consult with clients to understand their financial situation and recommend the right loan product Guide clients...SuggestedHourly payFull timeWork at officeLocal area$82.5k - $123.7k
...more than you ever thought possible.Position Summary:The Senior Financial Analyst - Manufacturing role leads financial planning and... ...on-site presence as needed. The individual must reside in the San Diego area and be able to commute to our corporate offices.Key Responsibilities...SuggestedFull timeWork at officeLocal areaMonday to Friday2 days per week3 days per week$310k - $390k
...’s see what we can achieve. Together.SummaryDLA Piper is seeking a mid-level associate to join our growing corporate group in the San Diego office. The candidate must have a minimum of 4 years of experience executing merger and acquisitions transactions for private and...Full timeWork at officeImmediate startRelocationRelocation package- ...Description Job Description Job Title: Associate – Finance – Project Development & Finance Location: Houston, New York, San Diego Practice Group: Project Development & Finance Experience Level: Mid-Level Associate (3rd to 4th year) Firm: Direct Counsel...
$22 - $28 per hour
...Brand Advisor - San Diego Department: Field Sales Employment Type: Part Time Location: San Diego, CA Compensation: $22.00 - $28.00 / hour Description We have an exciting opportunity to join Headkount as a Brand Advisor for a short‑term project, representing top‑tier brands...Temporary workPart timeFor contractorsFreelanceFlexible hoursShift workWeekend workHeadkount
San Diego, CA20 hours ago$80k - $85k
...reports, and will determine appropriate funding opportunities and alignment of prospects and programs for San Diego County. The position will serve as an advisor to Corps Officers, and Program Directors and staff throughout San Diego County to align current program and...Contract workThe Salvation Army Southern CA Division
San Diego, CA22 days ago- ...Job Description Job Description Senior Financial Analyst III – Financial Management Summary: • Job Title: Senior... ...Type: Onsite • Work Location: Naval Base Coronado, San Diego, CA 92155 • Job Type: Full-time • Supported...Full timeContract workFor contractors
BizFirst
San Diego, CA5 days ago $260k - $365k
...Job Description Job Description Senior Financial Regulatory & Compliance Associate Direct Counsel is representing a leading AmLaw... ...| Atlanta, GA | Washington, D.C. | Dallas, TX | Chicago, IL | San Diego, CA | San Francisco, CA | New York, NY | Phoenix, AZ Onsite...Full time$21 - $25 per hour
...employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities,... ...for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Communications SpecialistLocation: San Diego, CA Travel: Occasional travel to military treatment facilities (MTFs) throughout the U.S... ...hard and that means they need to be taken care of — physically, financially, and emotionally. We make sure to keep them in the game by...Remote work
BLN24
San Diego, CA3 days ago $60k - $75k
...Description Job Description Position Title: Advisor Services Associate Reports to: Vice... ...: Bloomington, MN or San Diego, CA; In-office Classification:... ...delivering a premier service experience to our financial advisors while maintaining the...Full timeWork at officeSimplicity Group Holdings
San Diego, CA16 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
San Diego, CA3 days ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Job Description Job Description Project Development & Finance Associate (2+ Years) – Energy & Infrastructure Direct Counsel represents a well-regarded Am Law firm seeking a junior to mid-level associate to join its leading Project Development & Finance practice. This...
Direct Counsel
San Diego, CA7 days ago $24 - $27 per hour
...Location: Hybrid - Field Based (South San Diego County) Employment Type: Full-Time... ...best Overview Our Street Outreach Advisors work directly in the community to connect... ...wellness benefits Disability and EAP Financial & Professional ~401(k) ~ Stipends...Hourly payFull timeLocal areaAfternoon shift- ...and compliance support provided by Corporate!Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.An active...Remote work
Caliver Beach Mortgage
San Diego, CA4 days ago - ...programs. Develop, expand and retain member relationships. Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned goals. Principal Accountabilities: Assumes responsibility for exceptional member...Work at officeMonday to Friday
California Credit Union
San Diego, CA8 days ago - ...Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to...Work experience placementLocal areaImmediate startRelocation
- Job Description Ensuring system data section of Logistic billing Database is consistently maintained and updated Investigate and diagnose potential billing data base error Manage, analyse & prepare correction forms for billing corrections in access database...Full timeContract workImmediate startFlexible hours
Cyberthink Inc
San Diego, CA20 hours ago - ...thrive and advance quickly. Key Responsibilities: Structure and negotiate complex finance transactions on behalf of leading financial institutions and direct lenders Draft credit agreements, term sheets, and related documentation Collaborate closely with senior...Work at office
$85k - $120k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Job Description Job Description (Active Secret Clearance Required) JOB DESCRIPTION # Senior Financial Analyst III (Program Manager / Lead Financial Program Analyst – Key Personnel) Position Summary The Senior Financial Analyst III serves as the on-site...Contract workFor contractorsWork at office
GD Resources
San Diego, CA16 days ago - ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Work at officeFlexible hoursShift workWeekend workDay shift
$91.62k - $111.98k
...serve to make better and smarter financial decisions and enabling the... ...DescriptionThe Wealth Connect Advisor provides personalized financial... ...Fair Chance Act as well as the San Francisco Fair Chance... ...volume of applicants.SummaryLocation: San Diego, CAType: Full timeFull timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - San Diego. Be the first to apply!
Related searches
- finance associate San Diego, CA
- financial counselor San Diego, CA
- associate corporate finance San Diego, CA
- private wealth advisor San Diego, CA
- financial consultant San Diego, CA
- estate planning consultant San Diego, CA
- financial planning assistant San Diego, CA
- financial planner San Diego, CA
- senior wealth advisor San Diego, CA
- financial advisor associate San Diego, CA