Financial Advisor

Sagient is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. Sagient offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions.

Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Advisors help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. Sagient is dedicated to prudent financial management, high-quality products, and impeccable service.

Training, Support, and Professional Development: Sagient offers a comprehensive Training Program, full marketing support, as well as prospecting and technical assistance. Our customized mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. Sagient provides the resources and ongoing support you need, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself.

What we are Looking For

Entrepreneurial Spirit – With risk comes reward. Action and accountability, along with a tailored plan for success, takes an idea and can create a sustainable long-term model.

Client Centric – Our clients are essential to what we do. Planning puts them front and center. Making sure we listen and offer holistic, comprehensive advice is essential to Sagient’s values.

Relationship Driven – We want to develop lasting bonds with the people we serve. That requires genuine interest, patience and selflessness. When we listen, empathize and provide solutions to their particular needs we can retain the right to help for generations to come.

Lifelong Learners – We are looking for individuals that are curious and always want to know more. This business is constantly evolving and changing and there is so much to discover. There’s always new ways to empower your practice and impart wisdom to your fellow advisors and our clients.

Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty.

Apply today!

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 financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience (preferred)
• Strong understanding of the investment business
• Excellent interpersonal skills