Jobs at Sagient

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.

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.

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.

Manage and grow long-term client relationships while delivering holistic financial planning across investments, insurance, retirement, estate, and business needs. Expand assets under management, develop referrals and strategic partnerships, collaborate with investment and planning specialists, and build a scalable advisory practice. The role also involves maintaining compliance, providing high-quality client service, and potentially building a team or acquiring practices.

Develop and manage client relationships while delivering holistic financial planning across investments, insurance, retirement, estate, and business needs. Grow assets under management, generate referrals and partnerships, collaborate with specialists, and build a scalable advisory practice. The role also involves maintaining compliance, supporting client service, developing a personal brand or team, and potentially acquiring or mentoring within an advisory practice.

Build and manage a financial advisory practice by developing long-term client relationships, delivering holistic investment and financial planning, growing assets under management, generating referrals, and pursuing strategic partnerships or acquisitions. Collaborate with investment, insurance, planning, and practice-management specialists while maintaining strong compliance and client-service standards. The role offers entrepreneurial ownership, practice-growth support, transition assistance, and opportunities to build and mentor a team.

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.

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.