SAGE Private Wealth Group is committed to attracting and retaining professionals who think and act like owners, who seek to contribute to the whole of the organization and who understand the benefits of serving clients as a team.
SAGE is a forward-thinking wealth management firm serving the needs of a select group of financial advisors who share a common desire to reach their full personal and professional potential. Our mission is to bring our experience, proven systems and passion to the table as we partner with advisors in the pursuit of growth, efficiency and the seamless transition of their business.
We seek team members with energy, ambition and a desire to serve clients in the best and most ethical manner possible. To that end, we have spent a great deal of time developing processes, infrastructure and turnkey solutions around our three core competencies; Financial Planning, Investment Management and Client Service. To best serve our clients and our advisors, we have built a veteran team of dedicated professionals to manage and lead each competency area.
Many of today's veteran advisors began their career as independent operators while others grew up in the large national firms with whom they severed ties to 'go it alone.' These entrepreneurs were the trail blazers of the 'independent' and 'breakaway' movements, and many are now faced with a number of important decisions as they consider how and when to retire.
At SAGE, we help advisors and their teams design, plan and implement a successful and personalized succession experience. On the business end, we go to great lengths to provide our succession partners with an understanding of how our process can preserve and enhance the value of their practice while providing a smooth transition into the next phase of their life.
We have learned that the efficient papering and transfer of an advisory practice, while critical and labor-intensive, is only one of several challenges that must be addressed. The succession process is also an emotional journey both for advisors and their clients. The emotional and psychological elements cannot be overlooked and must be managed with significant thought and consideration well in advance of the actual move.
Succession is not a transaction, it is a process that involves developing trust and mutual respect. Our aim is to demonstrate to our succession partners that they and their clients will be well cared for and treated in an ethical and fair manner before, during and after the transition is complete. More than anything, we believe that alignment on values, principles and culture are the most important elements of a respectful and trusted partnership.
Wealth Advisor / Client Service Advisor
Wealth Advisors and Client Service Advisors oversee and deepen client relationships. They provide comprehensive financial planning and advice to help individuals and families pursue their financial goals. SAGE advisors work in a collaborative team environment as well as one-onone with clients to develop tailored financial plans comprised of personalized investment products and services.
Advisors evaluate clients' financial needs, current holdings and available investment capital to help them identify their investment objectives. Wealth Advisors will also evaluate risk tolerance levels and goals in order to determine the appropriate portfolio allocations. Our advisors have the full backing and support of a dedicated Financial Planning team as well as an Investment Committee focused on manager evaluation, selection and portfolio construction.
Private Client Associate
Private Client Associates play an important role at SAGE. They act as the 'glue' that keeps the whole operation running efficiently and on-time. Often the first point of client contact, they develop deep and meaningful relationships with clients and are often the go-between for the client and our team of Wealth Advisors.
Private Client Associates must be skilled at multitasking and at prioritizing their own work and the work of others. Our Private Client Associates are responsible for providing a wide variety of administrative, clerical and client support services to our Wealth Advisors and the management team. Private Client Associates work independently within a team structure while also collaborating with others across the organization.
If you are interested in joining our team, please send your resume and cover letter to firstname.lastname@example.org.
We Are Hiring!
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.
Detailed Job Description can be found HERE.