Financial Advisor
disABLEDperson Inc
Financial AdvisorAbout the Opportunity Are you looking for a career where you can build meaningful client relationships, develop financial expertise and create a business of your own? Sagent 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. Sagent offers the personalized attention of a boutique firm, supported by the strength and resources available through our relationship with MassMutual.What You'll DoBuild 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 OfferThe 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.QualificationsBachelor's degree preferred, not requiredStrong 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. If you are ready to combine career ownership with structured support, professional development and the opportunity to make a meaningful impact, we invite you to apply.
$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$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,...SuggestedWork experience placementWork at officeImmediate start- ...where you can build meaningful client relationships, develop financial expertise and create a business of your own? Sagient is seeking... ...learn to help clients make informed financial decisions. Our advisors take a holistic, educational approach that may include financial...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- ...Raymond James Financial, Inc. in Honolulu, Hawaii seeks candidates for the Advisory Mastery Program (AMP). This development track provides... ...licensing support to prepare you for a career as a Financial Advisor. You will build a client pipeline, assess client needs and risk...Suggested
$45k - $100k
...Edward Jones Financial Advisor OpportunityJoin 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...An established industry player is seeking a dedicated financial advisor to manage client relationships and provide tailored investment solutions. This role involves engaging with prospective customers, conducting presentations, and collaborating with branch employees to...
- ...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
- ...Bankers Life in Honolulu, HI is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. If you enjoy networking, critical thinking, and helping others achieve financial goals, this opportunity offers award-winning training...
- ...BrokerHunter is conducting a search on behalf of an independent financial planning and wealth management firm seeking a Associate Financial Advisor to join its growing team. This is an excellent opportunity for an early-career financial professional who wants hands-on...Immediate start
- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading...
- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... ...: Join our expanding team in Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial...
$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...Work at office- 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...
$48k
...for an accommodation or an alternative application process. Full Time Professional College Walk, Honolulu, HI, US The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to...Full timeFlexible hours- ...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
$80k - $90k
...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...Full timeInterim roleWork at officeLocal areaShift workDay shift$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...- ...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...
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...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
- 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
- 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...
$30.88 per hour
...technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors (FinCO) for our client. The budgeted compensation for these positions includes an hourly rate of $30.88 plus an additional...Hourly payContract workRelocation- 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...Full time
$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- ...Experienced Financial Advisor Location: Hawaii, 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 growing...Full time
- 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
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