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Financial Advisor
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Registered Client Service Associate
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Voya Financial Honolulu
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Client Services Associate
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Voya Financial Honolulu
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Senior Wealth Advisor
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Mariner Honolulu, United StatesIf you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves wher ...
Financial Advisor - Honolulu, United States - Sagient
Description
Are you passionate about building enduring client relationships and providing comprehensive financial guidance?Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team.
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 invite you to apply and contribute as we empower clients to achieve their financial goals.
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 tomorrows wealth with wisdom and innovation.
Career Description:
Join our expanding team in Southern California and Hawaii.
As financial advisors, 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, untapped earning potential
Residual income
Subsidized health benefits
Customized personal business planning
Full marketing support, prospecting, and technical assistance
Robust technology platform, including customizable CRM software
Customized mentorship program with established advisors and managers
Ongoing resources and support, with autonomy to run your own practice
Opportunity to qualify for trips to enchanting destinations
In-house resources, including New Business Support, CPAs, estate planning attorneys, directors of practice development, and subject-based experts
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, preferably in finance or a related field
General understanding of financial services
Excellent interpersonal skills
Securities License
Life, Health & Accident Insurance License.
To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.