Wealth Managers

Sagient•Beverly Hills, CA

14h

About The Position

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships offers concierge level service to premier wealth managers looking to grow their book of business. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we offer you the opportunity for conversation. 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. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Sagient offers concierge level support to premier wealth managers. As a Sagient wealth manager, you'll have access to expert support and resources in protection, wealth management, and financial planning. We enable you to better serve your 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 be able to 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

Requirements

Bachelor's degree
Excellent interpersonal skills
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.

Nice To Haves

Securities Licenses (Preferred) Series 6, 7, 63, 65, 66, CFP
Life, Health & Accident Insurance Licenses (Preferred)

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.

Benefits

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