Sagient - A Subsidiary Mass Mutual
Financial Advisor
Sagient - A Subsidiary Mass Mutual, Irvine, California, United States, 92713
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities:
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations. Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor. Qualifications:
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential. Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary. Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 are required. Requires a Bachelor’s degree in finance, business administration, or related field. Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired. Compensation:
$70,000 - $120,000 at plan
#J-18808-Ljbffr
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations. Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor. Qualifications:
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential. Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary. Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 are required. Requires a Bachelor’s degree in finance, business administration, or related field. Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired. Compensation:
$70,000 - $120,000 at plan
#J-18808-Ljbffr