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wealth manager jobs near santa barbara ca

Experienced Financial Advisor-Santa Barbara

Sagient -
Santa Barbara, CA

Quick Apply

Job Details

Full-time
$150,000 - $500,000 a year
3 days ago

Qualifications

Practice management
Business development management
Customer relationship building
Referral-based lead generation
Investment management advisory services
Professional ethics
Sales referrals
Series 66
Brand representation
Estate planning advisory services
Series 7
Client retention
Investment client management
Business alliance strategy
Developing strategic business plans
Financial goal setting advisory services
Business development within finance
Networking through strategic partnership building
Client growth strategy
Client referrals
Life & Health Insurance License
Experience practicing in the securities industry
Senior level
Strategic partnerships
Estate planning
Retirement planning advisory services
Financial compliance

Full Job Description

Experienced Financial Advisor

Location: Santa Barbara, CA | Company: Sagient Financial

Build the Practice You Envision—With the Right Support Behind You

Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice.

Our advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale.

Backed by the strength and stability of MassMutual, Sagient offers the resources of an established organization with the personal attention and agility of a boutique firm.

What You’ll Do

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

What Sagient Provides

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

Who We’re Looking For

An established financial advisor, wealth advisor, or financial-planning professional
Active securities licenses, including Series 7 and Series 66 or equivalent
Life and health insurance license preferred
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
Existing clients, assets under management, or a demonstrated record of business development preferred

This Opportunity May Be Right for You If You Want To

Retain greater ownership of your practice and client relationships
Expand beyond a limited product or investment platform
Increase your planning and wealth-management capabilities
Remove operational pain points that are limiting growth
Build a team, acquire another practice, or develop a succession strategy
Gain meaningful support without sacrificing your identity or independence

At Sagient, you do not have to choose between independence and infrastructure. You can own and build your practice your way—with experienced people, sophisticated resources, and a personalized transition strategy behind you.

Let’s explore what your practice could become!

#LI-MMS1

Quick Apply

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