Note: The job is a remote job and is open to candidates in USA. Sagient is a financial services firm backed by MassMutual that supports advisors in building and scaling sophisticated financial practices. The Experienced Financial Advisor will manage and deepen client relationships, deliver holistic financial planning, grow assets under management, and develop an independent practice with support from investment, insurance, planning, technology, and marketing specialists.
Responsibilities
- Develop and manage long-term client relationships
- Deliver holistic financial planning across investments, protection, retirement, estate, and business-planning needs
- Grow and deepen your existing client relationships and assets under management
- Collaborate with investment, advanced-planning, insurance, and practice-management specialists
- Build your individual brand, team, or larger enterprise
- Identify opportunities for referrals, strategic partnerships, and practice acquisitions
- Maintain high standards of client service, compliance, and professional integrity
Skills
- An established financial advisor, wealth advisor, or financial-planning professional
- Active securities licenses, including Series 7 and Series 66 or equivalent
- Experience managing client relationships and delivering financial solutions
- A desire to grow, improve the client experience, and build a more scalable practice
- An entrepreneurial mindset with strong professional judgment
- A commitment to holistic, client-centered planning
- Life and health insurance license preferred
- Existing clients, assets under management, or a demonstrated record of business development preferred
Benefits
- Supported independence and flexibility in how you build your practice
- A broad, open-architecture investment platform
- Access to a Chief Investment Officer and advanced-planning resources
- Dedicated transition support for licensing, onboarding, technology, and client segmentation
- Marketing and practice-growth assistance
- Resources for business-owner, executive-benefit, estate, and legacy-planning opportunities
- Opportunities to build a team, mentor developing advisors, and create additional revenue streams
- The financial strength and resources of MassMutual
- A collaborative, entrepreneurial culture where advisor input is valued
Company Overview