Teams at Sagient

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 long-term client relationships while providing holistic financial guidance across investment management, insurance, wealth management, and financial planning. Identify client goals, develop personalized investment strategies, offer suitable financial products and services, and prepare and verify accurate financial plans. The role includes marketing, prospecting, training, mentorship, and autonomy to develop a personal advisory 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.