Financial Advisor - Cultivate Financial Wealth and Empower Clients to Reach Their Dreams
Employer
Sagient
Salary
$90k-$110k (estimated pay)
Location
Irvine, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Passionate about building enduring client relationships? Join Sagient as a Financial Advisor, offering holistic advice across insurance, investment management, and financial planning.
Qualifications
- Bachelor's degree
- Securities Licenses (Preferred)
- Life, Health & Accident Insurance Licenses (Preferred)
Responsibilities
- Identify and achieve client financial goals
- Prepare and verify financial plans
- Cultivate lasting client relationships
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