Wealth Advisors (WA) at SAGE are responsible for deepening client relationships and elevating the client experience to facilitate outstanding retention. The aim of the WA is to develop a tailored client experience comprised of personalized investment solutions and services in partnership with a Senior Wealth Advisor. As a WA, you will work independently within a team structure while also collaborating with others across the organization. Acting as Fiduciaries for our advisory clients, we are proud of our client-centered approach in providing exceptional service that our clients have grown to expect and, more importantly, deserve. We strive to deliver service excellence through the SAGE Wealth Management Standard of Care as we work to grow and protect our clients’ investment legacy.
SAGE offers a competitive total compensation package which includes salary and bonus opportunity, benefits, unlimited time-off, clear and defined career growth opportunities and a path-to-partnership.
Please send a resume and cover letter summarizing your experience to Careers@sageprivatewealth.com