Financial Advisor
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About the Opportunity
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Are you looking for a career where you can build meaningful client relationships, develop financial expertise and create a business of your own?
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Sagient is seeking motivated early-career professionals and career changers to join our growing Los Angeles team. Prior financial-advisory experience is not required. We provide structured licensing support, relevant industry training, mentorship and hands-on guidance as you learn to help clients make informed financial decisions.
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Our advisors take a holistic, educational approach that may include financial planning, investment and wealth management, insurance and risk management. You will have the opportunity to build a balanced practice based on your interests, strengths and the clients you choose to serve.
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Sagient offers the personalized attention of a boutique firm, supported by the strength and resources available through our relationship with MassMutual.
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What You’ll Do
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- Build trusted relationships with individuals, families and business owners.
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- Learn to identify clients’ goals, priorities and financial concerns.
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- Develop and present holistic financial strategies.
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- Help clients understand planning, investment, wealth-management and protection options.
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- Build an initial business and market-development plan with structured guidance.
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- Develop relationships through networking, referrals, community involvement and centers of influence.
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- Partner with experienced advisors and specialists on planning opportunities.
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- Complete required licensing, training and continuing education.
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- Maintain accurate client records and follow applicable compliance standards.
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What We Offer
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- The opportunity to build and own your practice from day one.
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- Licensing education, sponsorship and exam support.
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- A customized training and mentorship program.
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- Partnership with a development leader and experienced advisors.
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- Individual coaching, group training and joint client work.
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- Ongoing financial-planning, investment and insurance education.
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- Customized business planning and market-development support.
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- Full marketing, prospecting and technical resources.
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- A robust technology platform with customizable CRM capabilities.
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- Access to an open-architecture investment platform and comprehensive planning solutions.
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- In-house resources, including new-business support, CPAs, estate-planning attorneys, practice-development leaders and subject-matter specialists.
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- Performance-based compensation with residual-income potential.
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- Transitional financing may be available to qualified candidates.
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- Access to subsidized health benefits and retirement programs based on eligibility.
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- Opportunities to qualify for recognition and travel programs.
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Who This Opportunity Is For
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This role may be a strong fit for someone who is:
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- Interested in financial education, planning and wealth management.
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- Motivated by entrepreneurship, ownership and long-term growth.
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- Comfortable developing relationships and expanding a professional network.
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- Coachable, accountable and willing to follow a structured development plan.
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- Resilient and prepared to build a client base over time.
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- Able to communicate complex information clearly and professionally.
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- Committed to acting in the client’s best interest.
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- Curious and motivated to continue learning throughout their career.
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Qualifications
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- Bachelor’s degree preferred, not required
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- Strong interpersonal and communication skills.
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- Demonstrated initiative, follow-through and relationship-building ability.
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- Willingness to complete required licensing and training.
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- Life, Health and Accident Insurance license preferred but not required.
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- Securities licenses preferred but not required.
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Compensation
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This is an entrepreneurial, performance-based financial-advisor opportunity. Compensation is based on production and may include commissions, fees, incentives and residual income. Qualified candidates may be eligible for transitional financing while establishing their practice.
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If you are ready to combine career ownership with structured support, professional development and the opportunity to make a meaningful impact, we invite you to apply.
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