FA San Diego

About the Role

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team in Southern California. As a key member, you'll engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. This role focuses on building enduring client relationships and providing comprehensive financial guidance to help clients achieve their long-term goals.

Our Mission

At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. We aim to empower individuals to navigate their financial journey with confidence through deep connections, strategic insights, and innovative solutions.

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, including fee-based financial planning, asset, risk, and wealth management.
• 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: Prioritize clients with comprehensive advice and planning.
• Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.
• Lifelong Learners: Curiosity drives growth in this evolving field.

Qualifications

• Bachelor's degree
• Excellent interpersonal skills
• Securities Licenses (Preferred)
• Life, Health & Accident Insurance License (Preferred)

Benefits

• Performance-based compensation with 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, CPAs, estate planning attorneys, directors of practice development, and subject-based experts
• Transitional income possible for qualified candidates