Associate Wealth Advisor

SageView Advisory Group; San Francisco (CA); On-site; USD 39,000 - 225,000; Full time

Job summary

An established industry player in wealth management is seeking an Associate Wealth Advisor to join their dynamic team in Redwood City. This in-office role offers the opportunity to work closely with experienced professionals, managing client relationships and crafting tailored financial plans. The firm prides itself on exceptional service and a commitment to client success, making it an ideal environment for those eager to grow in their careers. With comprehensive benefits and a focus on professional development, this position is perfect for individuals passionate about making a meaningful impact in the financial sector.

Benefits

Free Medical & Dental Coverage

401(k) Plan with Employer Matching

Generous Time Off Policy

Employee Assistance Program (EAP)

Life Insurance and AD&D Coverage

Short- and Long-Term Disability Insurance

Health Savings Accounts (HSAs)

Supplemental Health Options

Access to Discounts through BenefitHub

Caregiving Support through Cariloop

Qualifications

• Strong understanding of financial planning, risk management, investments, tax, and estate planning.
• Prior experience in client service and wealth management is preferred.

Responsibilities

• Support Senior Wealth Advisors in managing client relationships.
• Develop and implement customized financial plans for clients.
• Coordinate with clients' accountants and external advisors.

Skills

Financial Planning

Relationship Management

Investment Strategies

Attention to Detail

Organizational Skills

Education

Bachelor's Degree in Business, Finance, Accounting, or Economics

MBA

Series 7 License

Series 65 License or CFP Designation

Tools

Salesforce (Practifi)

Fidelity

Schwab

eMoney

Microsoft Office

Zoom

Job description

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As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.

Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $235 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Location: Redwood City, CA (Woodside Office) | In-Office Role

Department: Wealth Management

Employment Type: Full-time | Exempt

About the Role:

SageView Advisory Group is seeking an Associate Wealth Advisor to join our growing team in our Woodside (Redwood City, CA) office. This is an in-office role where you'll work closely with Senior Wealth Advisors and Managing Directors to deliver a comprehensive, high-touch client experience.

As an Associate Wealth Advisor, you'll help manage client relationships, develop and implement financial plans, and integrate all aspects of wealth management — including financial, investment, tax, and estate planning — into a seamless strategy to help clients achieve their goals.

Key Responsibilities:

Support Senior Wealth Advisor and Managing Directors in managing client relationships.

Develop customized, comprehensive financial plans for clients.

Collaborate with internal teams to deliver exceptional service.

Implement investment strategies aligned with client objectives.

Coordinate with clients' accountants, attorneys, and other external advisors.

Maintain regular, proactive communication with clients.

Leverage technology tools such as Salesforce (Practifi), Fidelity, Schwab, and eMoney to support client service.

What You Bring:

Bachelor’s degree in business, finance, accounting, economics, or a related field (MBA preferred).

Series 7 license (or ability to obtain shortly after hire).

Series 65 license and/or Certified Financial Planner (CFP) designation strongly preferred (or willingness to obtain).

Prior experience in client service, relationship management, or wealth management.

Strong understanding of financial planning, risk management, investments, tax, and estate planning.

Exceptional attention to detail and organizational skills.

Proficient with Microsoft Office, Zoom; experience with Salesforce/Practifi, Fidelity, Schwab, or eMoney is a plus.

In-office position based out of our Woodside (Redwood City, CA) location.

Standard office hours: Monday to Friday, 8:00 AM – 5:00 PM (with some flexibility based on business needs).

Why SageView:

At SageView, we believe in building lasting relationships — with our clients and our people. Join a team committed to professional development, collaboration, and making a meaningful impact on the lives of those we serve.

Ready to join us?

Apply today and help shape the future of wealth management!

SageView's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being

At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Health Plans:

Three medical plan options — one includes free medical & dental coverage for employees (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Health Savings Accounts (HSAs)

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Core Benefits (at no cost to employees):

Life Insurance and AD&D coverage

Short- and Long-Term Disability Insurance

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

Retirement Savings:

401(k) plan with employer matching contributions

Numerous paid holidays and a generous time off policy

Access to discounts through the BenefitHub marketplace

At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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