Certified Financial Planner – Values‑Driven Wealth

Sage Financial Systems; Columbia (SC); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Quarterly, performance based bonuses

Job summary

Sage Financial Systems in Columbia, SC is seeking flexible professionals for part-time, full-time, or contract roles. You will support client service by preparing meetings, coordinating with experts in tax planning, insurance, estate planning and money management, and working with platforms like E-Money, Morningstar, Wealthbox, Excel, and Slack.

The role begins as a 90-day contract with potential for permanent employment and full benefits, including quarterly bonuses.

Qualifications

• You are driven, entrepreneurial, self-motivated and great at building relationships.
• You value work-life balance for yourself and clients.
• You appreciate processes and attention to detail.
• You enjoy teamwork and collaboration.
• Job offers part-time or full-time arrangements.
• You can work in-person at our Columbia, SC office or under a hybrid setup.

Responsibilities

• Prepare and follow up on meetings.
• Work with platforms such as E-Money, Morningstar, Wealthbox, Excel and Slack.
• Coordinate with Tax Planning, Insurance, Estate Planning and Money Management experts.
• Contract position for the first 90 days; after that, evaluate fit for permanent role and benefits; not a sales position.

Skills

Relationship building

Entrepreneurial spirit

Self-motivation

Goal orientation

Work-life balance

Tools

E-Money

Morningstar

Wealthbox

Excel

Slack

Job description

Sage Financial Systems in Columbia, SC is seeking flexible professionals for part-time, full-time, or contract roles. You will support client service by preparing meetings, coordinating with experts in tax planning, insurance, estate planning and money management, and working with platforms like E-Money, Morningstar, Wealthbox, Excel, and Slack.

The role begins as a 90-day contract with potential for permanent employment and full benefits, including quarterly bonuses.