About this role
Financial Advisor at Sagient. Location: Beverly Hills, California, United States. Role: Identifying goals, Offering products, Preparing plans Requirements: Bachelor's degree; strong interpersonal skills; securities and life/health licenses preferred. Category: Finance and Accounting Seniority: Mid Level Tools: CRM software, Financial planning platform Certifications: securitiess, life, health & accident insurances Commitment: Full Time Workplace: Hybrid Languages: English