Jobs at Sagient

Build and grow an independent financial advisory practice by managing client relationships, delivering holistic investment and protection planning, expanding assets under management, developing referrals and partnerships, and collaborating with investment, insurance, and planning specialists. The advisor will maintain compliance and client-service standards while potentially building a team, acquiring practices, and developing scalable growth and succession strategies.

Advise clients on financial goals and deliver personalized investment, insurance, and wealth management solutions. Prepare and verify financial plans and cultivate long-term client relationships.

Serve high-net-worth clients by delivering holistic financial planning, investment and risk-management solutions. Build and maintain long-term relationships, prepare and verify financial plans, and offer products including fee-based planning, asset management, and insurance.

Advise clients in Honolulu on holistic financial planning, investment management, insurance, and wealth management. Build long-term relationships, prepare and verify financial plans, and offer firm products while leveraging in-house resources, CRM tools, and mentorship to grow a personal practice.

Build and maintain client relationships, provide holistic financial advice across investments, insurance, and planning, prepare and verify financial plans, and offer fee-based wealth management services.

Provide holistic financial advice and wealth management to clients, prepare and verify financial plans, offer investment, insurance, and risk-management products, cultivate long-term client relationships, and support clients in achieving financial goals.