Sagient · 3 weeks ago
Financial Advisor
Irvine, CA
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $250K/yrSagient is a leading firm dedicated to cultivating long-term partnerships, and they are seeking a dynamic individual to join their team as a Financial Advisor. In this role, you will engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains to help them achieve their financial goals.
Asset ManagementFinancial ServicesInsuranceRetirement
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
Qualification
Required
Bachelor's degree
Excellent interpersonal skills
Preferred
Securities Licenses
Life, Health & Accident Insurance License
Benefits
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
Company
Sagient
Sagient is a financial advisory firm that provides asset management, retirement, and financial planning services.
Founded in 1911
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Karlitz, CLU®, ChFC®, CLTC, LUTCF
Chief Executive Officer
David M. Streit
Chief Operating Officer
Company data provided by crunchbase