Financial Advisor
Sagient
Are you looking for a career where you can build meaningful client relationships, develop financial expertise and create a business of your own? Sagient is seeking motivated early-career professionals and career changers to join our growing Los Angeles team. Prior financial-advisory experience is not required. We provide structured licensing support, relevant industry training, mentorship and hands‑on guidance as you learn to help clients make informed financial decisions. Our advisors take a holistic, educational approach that may include financial planning, investment and wealth management, insurance and risk management. You will have the opportunity to build a balanced practice based on your interests, strengths and the clients you choose to serve. Sagient offers the personalized attention of a boutique firm, supported by the strength and resources available through our relationship with MassMutual. What You’ll Do Build trusted relationships with individuals, families and business owners. Learn to identify clients’ goals, priorities and financial concerns. Develop and present holistic financial strategies. Help clients understand planning, investment, wealth‑management and protection options. Build an initial business and market‑development plan with structured guidance. Develop relationships through networking, referrals, community involvement and centers of influence. Partner with experienced advisors and specialists on planning opportunities. Complete required licensing, training and continuing education. Maintain accurate client records and follow applicable compliance standards. What We Offer The opportunity to build and own your practice from day one. Licensing education, sponsorship and exam support. A customized training and mentorship program. Partnership with a development leader and experienced advisors. Individual coaching, group training and joint client work. Ongoing financial‑planning, investment and insurance education. Customized business planning and market‑development support. Full marketing, prospecting and technical resources. A robust technology platform with customizable CRM capabilities. Access to an open‑architecture investment platform and comprehensive planning solutions. In‑house resources, including new‑business support, CPAs, estate‑planning attorneys, practice‑development leaders and subject‑matter specialists. Performance‑based compensation with residual‑income potential. Transitional financing may be available to qualified candidates. Access to subsidized health benefits and retirement programs based on eligibility. Opportunities to qualify for recognition and travel programs. Who This Opportunity Is For This role may be a strong fit for someone who is: Interested in financial education, planning and wealth management. Motivated by entrepreneurship, ownership and long‑term growth. Comfortable developing relationships and expanding a professional network. Coachable, accountable and willing to follow a structured development plan. Resilient and prepared to build a client base over time. Able to communicate complex information clearly and professionally. Committed to acting in the client’s best interest. Curious and motivated to continue learning throughout their career. Qualifications Bachelor’s degree preferred, not required Strong interpersonal and communication skills. Demonstrated initiative, follow‑through and relationship‑building ability. Willingness to complete required licensing and training. Life, Health and Accident Insurance license preferred but not required. Securities licenses preferred but not required. Compensation This is an entrepreneurial, performance‑based financial‑advisor opportunity. Compensation is based on production and may include commissions, fees, incentives and residual income. Qualified candidates may be eligible for transitional financing while establishing their practice. #J-18808-Ljbffr
$100k
...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...SuggestedHourly payFull timeWork at officeDay shift$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$43k
...Investment Advisor Position**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and... ...business.Major Job AccountabilitiesProvides individual customer financial planning and advice utilizing advisory, insurance, annuities, and...SuggestedWork experience placementWork at officeImmediate start$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...can be viewed at CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be...
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...Financial Advisor Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding...Full timeTemporary workWork at officeRelocationMonday to Friday
$43k
...a generous and competitive monthly incentive and annual payout.** Primary Purpose of Job Works collaboratively with a Financial Advisors (FAs) and Sales Manager to proactively grow and service an existing client base, along with developing new clients. Major...- A flexible career agency in Honolulu is seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule...Remote workFlexible hours
- ...loans and borrowersTimely renewal and/or extension of loansMinimizes all delinquencies (payment and tickler delinquencies)Follows financial trends of respective borrowersAppropriately recommends waivers/amendmentsMaintains credit files incompliance with Bank Credit Policies...Work at office
- Position Function:The Cash Management Manager is a senior commercial banking leader with full accountability for the financial performance, product strategy, and operational health of CPB's commercial cash management and treasury management services business. This role...Work at office
- ...timely manner; timely renewal and/or extension of loans; minimizes all delinquencies (payment and tickler delinquencies); follows financial trends of respective borrowers; appropriately recommends waivers/amendments; and maintains credit files in compliance with Bank Credit...Work at office
- Job DescriptionAnalyzes enterprise-wide financial performance to support strategic planning and decision-making processesFacilitates the development of sophisticated financial reporting frameworks that integrate multiple business segmentsDesigns complex financial models...
- Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This position contributes to process improvements that enhance departmental...Work at officeFlexible hoursAfternoon shift
- Under the direction of the Manager, the Cash Management Product Manager III is responsible for actively managing a line of cash management products and services by establishing and ensuring that short and long term plans are successfully met.Certified Treasury Professional...Ongoing contractTemporary workWork experience placementFlexible hoursAfternoon shift
$47.2k - $84.41k
...Business Segment by working with existing and forming connections with potential new Small Business client's to help them reach their financial goals. The Business Banker also leverages Credit Analysis skills to properly grow their portfolio and does due diligence to...Work experience placementMonday to Friday- ...investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business... ..., analytical, and clerical sales support to the Wealth Advisors, if the position is with a Wealth Advisor Team.Performs all duties...Work at office
$100k
...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...Work at officeShift workDay shift- Description:: Join our expanding team in Hawaii. 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...Full time
$60k - $65k
.... Bachelor’s degree in accounting, finance, or related field required; advanced degree preferred (MBA, MFin, CPA). Proficiency in financial management software such as QuickBooks; familiarity with Microsoft Excel for financial analysis and reporting is essential. Ability...Full timeFor contractorsWork at officeLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...Hawaii State Federal Credit Union seeks a Wealth Advisor to assist members with financial and estate planning, and wealth advisory needs. You will leverage your network and collaborate with HSFCU's Commercial, Business Development and Mortgage teams. Located at HSFCU...Base plus commission
- ...Position Type: Regular Your opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including...Part timeImmediate start
- Job Description Job Description Position Function: The level of the position will be determined based on the candidate’s experience and qualifications. Cash Management Officer is responsible for the implementation and ongoing maintenance of Cash Management services...Work at office
$72k - $80k
...Financial Analyst – Financial Planning & Analysis Redaptive is searching for a detail‑oriented Financial Analyst to join our growing FP&A team. The position reports to the Sr. Manager FP&A and will play an important role in informing strategic decisions, modeling future...Immediate startFlexible hours- ...Job Overview Reporting to the Director of Strategy and Financial Planning, you will provide timely analysis and deliverables to support Par Pacific's forecasting and business planning process. The Senior FP&A Analyst role involves detailed financial analysis of Par Pacific...Visa sponsorshipFlexible hours
$48k
...Job Description Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to...Flexible hours
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