As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial professionals and advisory teams across the country. Just like you, we are in the business of exceeding client expectations.
If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, you’ll find it – and more – at SageView.
Position Summary
Reporting to the Managing Director, the Wealth Advisor is responsible for delivering exceptional client service and comprehensive wealth management solutions. The successful candidate will be responsible for understanding clients' financial goals, implementing financial plans, and seamlessly integrating financial planning, risk management, investment management, tax planning, and estate planning.
Essential Functions:
Adhere to SageView’s core processes and service model for delivering wealth management.
Maintain clear communication with clients regarding service expectations and deliverables.
Develop and manage relationships of an assigned client base, ensuring a consistent and positive experience.
Grow your client base primarily through client referrals, expanding client relationships, and taking on clients assigned by Senior Wealth Advisors or Managing Directors.
Collaborate with internal support resources, including Operations, Investment Management, and other internal teams to deliver a positive client experience.
Develop and implement comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.
Understand client’s financial objectives and craft portfolio strategies to help meet their goals in collaboration with SageView’s investment management strategists.
Analyze clients' risk profiles and design risk management strategies to protect and preserve their wealth.
Act as a liaison with clients' accountants, attorneys, and other advisors to create a cohesive team for comprehensive wealth management, where appropriate.
Skills & Abilities
Education:
Bachelor’s degree in business, finance, accounting, economics, or equivalent experience.
Series 65 required and Certified Financial Planner® required, or a willingness to complete upon onboarding in a timely manner.
Experience:
Proven experience as a Wealth Advisor with a track record of success in client service and wealth management.
In-depth knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving skills.
Computer Skills:
Proficient in Microsoft Office (Outlook, Word, Teams, Zoom, Excel).
Experience With Practifi (Salesforce) Or Similar CRM Preferred.
Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.
Other Requirements:
Strong demonstrated quantitative and analytical abilities.
Superior people and communication skills and the ability to communicate effectively with clients through dissatisfaction.
Strong public speaking skills.
Judgement and problem solving; takes responsibility, demonstrates personal integrity, honesty and can deal with confidential information daily.
Providing professional and courteous service to clients, prospective clients, and colleagues.
A self-starter with a strong sense of ownership, positive professional attitude, and demeanor.
Effectively handling customer inquiries and resolving complaints
Effectively prioritizing workload and meeting deadlines.
Maintaining attention to detail within a fast-paced environment.
Effectively communicating and accurately relaying information to others, including senior management.