Wealth Advisor

SageView Advisory Group; Washington (District of Columbia); On-site; USD 60,000 - 120,000; Full time

Job summary

This innovative firm seeks a passionate Wealth Advisor to enhance client relationships and drive business growth. In this role, you will collaborate with a dedicated team to deliver exceptional wealth management services, addressing clients' financial goals through tailored strategies. You will be instrumental in expanding the firm's client base and ensuring a positive experience for all clients. Join a company recognized for its commitment to service excellence and enjoy a supportive environment where your contributions truly matter. If you are ready to make a significant impact in the financial advisory space, this opportunity is for you.

Benefits

Free Medical and Dental Coverage

401(k) Plan with Employer Matching

Generous Time Off Policy

Employee Assistance Program

Life Insurance and AD&D Coverage

Short- and Long-Term Disability Insurance

Health Savings Accounts

Supplemental Health Options

Caregiving Support

Discounts through BenefitHub

Qualifications

• Proven track record in wealth management and client service.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Grow client relationships through strategic business development.

Skills

Sales Target Achievement

Client Needs Identification

Financial Planning

Risk Management

Investment Management

Tax Planning

Estate Planning

Analytical Skills

Communication Skills

Public Speaking

Education

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

Series 65 certification

Certified Financial Planner

Tools

Microsoft Office

Practifi (Salesforce)

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

Job description

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

Reporting to the Head of Wealth Management Advisory Services, the Wealth Advisor is responsible for growing a region, actively engaging with the institutional advisory team and clients, to expand client relationships and build new ones through active business development means. The successful candidate will also 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

1. Partner with our SageView Institutional advisors and clients to expand relationships.
2. Develop and execute business development strategies to grow the client base of your region (E.g., participation in lead gen programs, COI networking, events, etc.).
3. Adhere to SageView’s core processes and service model for delivering wealth management.
4. Maintain clear communication with clients regarding service expectations and deliverables.
5. Develop and manage relationships, ensuring a consistent and positive experience.
6. Grow your client base through client referrals, expanding client relationships.
7. Collaborate with internal support resources, including Operations, Investment Management, and other internal teams to deliver a positive client experience.
8. Develop and implement comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.
9. Understand client’s financial objectives and craft portfolio strategies to help meet their goals in collaboration with SageView’s investment management strategists.
10. Analyze clients' risk profiles and design risk management strategies to protect and preserve their wealth.
11. 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:

1. Bachelor’s degree in business, finance, accounting, economics, or equivalent experience.
2. Series 65 required and Certified Financial Planner required, or a willingness to complete upon onboarding in a timely manner.
3. Formal sales training in a financial service context, strongly desired.

Experience:

1. Proven track record of achieving sales targets and acquiring new clients in wealth management or financial services industry.
2. Demonstrated ability to identify client needs and provide solutions to support their goals.
3. Proven experience as a Wealth Advisor with a track record of success in client service and wealth management.
4. In-depth knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
5. Excellent communication and interpersonal skills.
6. Strong analytical and problem-solving skills.

Computer Skills:

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

Other Requirements:

1. Strong demonstrated quantitative and analytical abilities.
2. Superior people and communication skills and the ability to communicate effectively with clients through dissatisfaction.
3. Strong public speaking skills.
4. Judgement and problem solving; takes responsibility, demonstrates personal integrity, honesty and can deal with confidential information daily.
5. Providing professional and courteous service to clients, prospective clients, and colleagues.
6. A self-starter with a strong sense of ownership, positive professional attitude, and demeanor.
7. Effectively handling customer inquiries and resolving complaints.
8. Effectively prioritizing workload and meeting deadlines.
9. Maintaining attention to detail within a fast-paced environment.
10. Effectively communicating and accurately relaying information to others, including senior management.
11. Writing concise, logical, grammatically correct reports.
12. Maintaining well organized and efficient processes.

WORK ENVIRONMENT

This is a full-time position primarily working in person out of the Richmond, VA office. Typical hours are Monday through Friday 8:00am-5:00pm and may fluctuate with business needs, at 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.