Wealth Management Advisor

Sage Capital Wealth Partners; Spartanburg (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Sage Capital Wealth Partners is seeking a Wealth Management Advisor & Financial Planner for an on-site role in Greenville, SC. This dual role balances client advisory responsibilities with hands-on financial planning, delivering tailored strategies to help clients achieve long-term goals.

You'll guide investment decisions, develop comprehensive plans covering retirement, tax, insurance, and estate planning, and continuously refine plans as client needs and market conditions evolve.

Qualifications

• CFP certification required or candidate within 12 months.
• 4–8 years of experience in financial planning or advisory roles with client interaction.
• Strong written and verbal communication with due diligence in planning.

Responsibilities

• As advisor, serve as primary relationship manager for defined client base.
• Guide investment decisions and portfolio strategy aligned with client goals and risk tolerance.
• Develop comprehensive, written financial plans covering retirement, tax, insurance, and estate planning.
• Regularly review and stress-test plans as client circumstances and market conditions change.
• Collaborate with internal partners to ensure client outcomes and service standards.

Skills

Client relationship management

Financial planning

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Orion

Redtail

MyRepChat

Holistiplan

Microsoft Office

Job description

Sage Capital Wealth Partners provides personalized financial planning and investment management to help clients achieve lasting financial confidence. The firm combines boutique-level service with the strength, resources, and technology of a national advisory platform.

Learn more at www.sagecapitalwealth.com

Role Description

This is a full-time, on-site role for a Wealth Management Advisor & Financial Planner located in Greenville, SC. This is a genuinely dual role — you will serve equally as a trusted client advisor and as a hands-on financial planner. You’ll spend meaningful time both deepening client relationships and building rigorous, personalized financial plans.

On the advisor side, you will guide clients through investment decisions, portfolio management, and wealth management strategy — acting as their primary point of trust and accountability. On the planner side, you will develop comprehensive, written financial plans covering retirement, tax strategy, insurance, and estate planning, and you will regularly revisit and refine those plans as client circumstances and market conditions evolve.

The right candidate is equally energized by client-facing relationship work and by the technical depth of financial planning. If you excel at one but find the other draining, this role may not be the right fit — and that’s okay. We’re looking for someone who genuinely thrives in both.

What You’ll Do

As an Advisor:

• Serve as the primary relationship manager for a defined client base, building deep trust and long-term loyalty.
• Guide investment decisions and portfolio strategy aligned with each client’s goals, risk tolerance, and timeline.
• Represent Sage Capital at professional and community events, expanding your network and the firm’s visibility.
• Collaborate with internal partners and hold them accountable to client outcomes and service standards.

As a Planner:

• Develop comprehensive, written financial plans covering retirement, tax efficiency, insurance, and estate planning.
• Conduct detailed discovery meetings to understand the full financial picture of each household.
• Regularly review, update, and stress-test plans as client circumstances and market conditions change.
• Apply expertise in tax codes, insurance, retirement plan structures, and estate concepts to deliver actionable guidance.

Qualifications

• CFP® required, or CFP® candidate within 12 months of completion; CPA is a plus.
• 4–8 years of experience in financial planning and/or advisory roles with direct client interaction.
• Demonstrated ability to build and maintain client relationships while also producing thorough, written financial plans.
• Working knowledge of individual tax codes, retirement plan structures, insurance, and estate planning concepts.
• Exceptional communication and interpersonal skills; equally comfortable in a planning meeting and a social setting.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Series 7/65/66 licensing preferred.
• Strong organizational skills and discretion in handling sensitive client information.
• Technical proficiency with: Orion, Redtail, MyRepChat, Holistiplan, and Microsoft Office (Excel, Word, PowerPoint).

Ideal Candidate Profile

• Fluent in both the relationship side and the technical side of financial services — and energized by the combination.
• Personable, professional, and outgoing, with a proactive, “can-do” attitude in every client interaction.
• Passionate about both financial planning craft and investment markets, with a genuine drive for continuous learning.
• Collaborative team player who holds partners accountable for client success without losing sight of the bigger picture.

This role offers a well-defined path to a Senior Advisor position. Because you’ll be developing both relationship management and planning expertise from day one, you’ll be well-positioned to take on greater client responsibility and leadership within the firm.

Apply today to join a client-first, growth-oriented team where your planning skills and your people skills are equally valued.