Financial Advisor

Career 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 offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.

What We Offer

• 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

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.

Key Traits We Value

• Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.
• Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.
• Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.
• Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.

Qualifications

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