Associate Wealth Advisor

Sageviewadvisory; Schaumburg (IL); On-site; USD 54,000 - 80,000; Full time

Job summary

Join a dynamic team at a premier retirement plan consulting firm, where your skills will directly enhance clients' financial well-being. As an Associate Wealth Advisor, you'll play a pivotal role in managing client relationships and executing tailored financial plans. This position offers an enriching environment focused on collaboration and exceptional service, allowing you to thrive while making a significant impact on clients' financial journeys. If you're passionate about helping others achieve their financial goals and are eager to grow in a supportive atmosphere, this opportunity is perfect for you.

Benefits

Free Medical and 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)

Caregiving support through Cariloop

Access to discounts through BenefitHub

Supplemental health options

Qualifications

• Strong background in client service and wealth management.
• Proficient in financial planning and risk management strategies.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage and foster client relationships under senior guidance.
• Develop comprehensive financial plans tailored to clients' needs.
• Collaborate with internal teams to ensure a positive client experience.

Skills

Client Service

Relationship Management

Wealth Management

Financial Planning

Risk Management

Investment Management

Tax Planning

Estate Planning

Analytical Skills

Problem-Solving Skills

Education

Bachelor’s degree in business, finance, accounting, or economics

MBA

Series 65 and Series 7

Certified Financial Planner

Tools

Microsoft Office

Zoom

Practifi (Salesforce)

Custodian Platforms (e.g., Fidelity, Schwab)

eMoney

Job description

5 days ago Be among the first 25 applicants

SageView Advisory Group provided pay range

This range is provided by SageView Advisory Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$54,000.00/yr - $80,000.00/yr

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.

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 $170 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Join our dynamic team as an Associate Wealth Advisor (AWA) in Deer Park, IL, where you will play a vital role in fostering and managing client relationships under the guidance of the Managing Director (MD) and Senior Wealth Advisor (SWA). In this position, you will be instrumental in understanding clients’ unique financial goals and executing tailored financial plans. The AWA will effectively integrate various financial services, including financial planning, risk management, investment management, tax planning, and estate planning, ensuring our clients receive comprehensive support for their financial journeys. If you are passionate about helping clients achieve their financial aspirations and possess a collaborative spirit, we invite you to apply!

Core Responsibilities:

1. Adhere to SageView’s core processes and service model for delivering wealth management.
2. Maintain clear communication with clients regarding service expectations and deliverables.
3. Support the management of client relationships in partnership with a Senior Wealth Advisor(s) or Managing Director(s), ensuring a consistent and positive experience.
4. Lead collaboration with internal support resources, including Operations, Investment Management, and other internal teams to deliver a positive client experience.
5. Develop and implement comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.
6. Understand clients’ financial objectives and craft portfolio strategies to help meet their goals in collaboration with SageView’s investment management strategists.
7. Analyze clients' risk profiles and design risk management strategies to protect and preserve their wealth.
8. Act as a liaison with clients' accountants, attorneys, and other advisors to create a cohesive team for comprehensive wealth management, where appropriate.

Education:

1. Bachelor’s degree in business, finance, accounting, economics, or equivalent experience; MBA strongly desired.
2. Series 65 and Series 7 required; Certified Financial Planner highly desirable, or a willingness to complete upon onboarding in a timely manner.

Experience:

1. Experience in client service, relationship management, and wealth management.
2. In-depth knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
3. Exceptional attention to detail, ensuring accuracy and precision in all aspects of tasks and responsibilities related to client service.
4. Excellent communication and interpersonal skills.
5. Strong analytical and problem-solving skills.

Computer Skills:

1. Proficient in Microsoft Office (Outlook, Word, Teams, Excel).
2. Proficient in Zoom.
3. Experience with Practifi (Salesforce) or similar CRM preferred.
4. Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.
5. Experience with eMoney preferred.

Other Requirements:

1. Providing professional and courteous service to clients, prospective clients, and colleagues.
2. Effectively handling customer inquiries and resolving complaints.
3. Effectively prioritizing workload and meeting deadlines.
4. Maintaining attention to detail within a fast-paced environment.
5. Effectively communicating and accurately relaying information to others, including senior management.
6. Writing concise, logical, grammatically correct reports.
7. Maintaining well organized and efficient processes.

This is a full-time position primarily working in person out of the Deer Park, IL office, with some workdays in Oakbrook Terrace. Typical hours are Monday through Friday, 8:00 a.m.–5:00 p.m., and may fluctuate with business needs in the direction of or with management approval.

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:

1. Free Medical and Dental coverage for employees on one plan (dependent coverage at a cost)
2. Additional paid plans available for medical and dental coverage
3. Health Savings Accounts (HSAs)
4. Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Core Benefits (at no cost to employees):

1. Life Insurance and AD&D coverage
2. Short- and Long-Term Disability Insurance
3. Employee Assistance Program (EAP) for mental health, legal, and financial counseling
4. Caregiving support through Cariloop

Retirement Savings:

1. 401(k) plan with employer matching contributions
2. Numerous paid holidays and a generous time off policy
3. 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

Not Applicable

Employment type

Full-time

Job function

Finance and Sales