Experienced Financial Advisor-Hawaii

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 a sophisticated financial practice. Our advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale. Backed by the strength and stability of MassMutual, Sagient offers the resources of an established organization with the personal attention and agility of a boutique firm. What You’ll Do Develop and manage long-term client relationshipsDeliver holistic financial planning across investments, protection, retirement, estate, and business-planning needsGrow and deepen your existing client relationships and assets under managementCollaborate with investment, advanced-planning, insurance, and practice-management specialistsBuild your individual brand, team, or larger enterpriseIdentify opportunities for referrals, strategic partnerships, and practice acquisitionsMaintain high standards of client service, compliance, and professional integrity What Sagient Provides Supported independence and flexibility in how you build your practiceA broad, open-architecture investment platformAccess to a Chief Investment Officer and advanced-planning resourcesDedicated transition support for licensing, onboarding, technology, and client segmentationMarketing and practice-growth assistanceResources for business-owner, executive-benefit, estate, and legacy-planning opportunitiesOpportunities to build a team, mentor developing advisors, and create additional revenue streamsThe financial strength and resources of MassMutualA collaborative, entrepreneurial culture where advisor input is valued Who We’re Looking For An established financial advisor, wealth advisor, or financial-planning professionalActive securities licenses, including Series 7 and Series 66 or equivalentLife and health insurance license preferredExperience managing client relationships and delivering financial solutionsA desire to grow, improve the client experience, and build a more scalable practiceAn entrepreneurial mindset with strong professional judgmentA commitment to holistic, client-centered planningExisting clients, assets under management, or a demonstrated record of business development preferred This Opportunity May Be Right for You If You Want To Retain greater ownership of your practice and client relationshipsExpand beyond a limited product or investment platformIncrease your planning and wealth-management capabilitiesRemove operational pain points that are limiting growthBuild a team, acquire another practice, or develop a succession strategyGain meaningful support without sacrificing your identity or independence At Sagient, you do not have to choose between independence and infrastructure. You can own and build your practice your way—with experienced people, sophisticated resources, and a personalized transition strategy behind you. Let’s explore what your practice could become!