About this role
Financial Advisor at Sagient. Location: Irvine, California, United States. Role: Identifying client goals, Providing holistic financial guidance, Preparing financial plans Requirements: Mid-Level Financial Advisor with Bachelor's degree; strong interpersonal skills; securities licenses and life/health licenses preferred; focus on building client relationships and comprehensive financial planning. Category: Finance and Accounting Seniority: Mid Level Certifications: securitiess, life, health & accident insurances Commitment: Full Time Workplace: Hybrid Languages: English