Wealth Advisor

WEALTH ADVISOR

SageVest Wealth Management is a growing, top-ranked wealth management firm offering a wealth advisor position. Were an independent, fee-only firm, dedicated to providing the highest caliber of financial planning and investment management for our clients.

PRIMARY POSITION RESPONSIBILITIES

The wealth advisor assuming this position will be responsible for servicing existing and new client relationships. The advisor will lead client relationships as part of a team structure, provide comprehensive financial planning, review client portfolios, coordinate client service requirements, and participate in marketing and business development efforts.

SageVest places a strong emphasis on financial planning. As such, the construction of financial plans is a key element of the position. A CERTIFIED FINANCIAL PLANNER TM designation with at least five (5) years of experience in a client relationship manager role is required for all candidates.

EDUCATION & EXPERIENCE REQUIREMENTS

Bachelors degree

CERTIFIED FINANCIAL PLANNER TM designation

Minimum of five (5) years of experience in managing high net worth client relationships

Series 65 preferred, or required within 3 months of employment

REQUIRED SKILLS

Ability to create and present financial plans to clients.

In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.

Tax acumen to conduct detailed tax planning.

Expertise to acquire and onboard new clients.

Ability to develop personalized and lasting relationships with clients.

Portfolio management system experience

CRM system experience

Proficiency in Word, Excel, PowerPoint and Outlook

Ability to multi-task

Acute attention to detail

Strong written and verbal communication skills are essential for success

DIFFERENTIATING COMPANY FACTORS

Established and growing wealth management firm

Professional recognition by Washingtonian, Northern Virginia Magazine, Five Star, Advisory HQ and Advisor Hub

Independent, fee-only firm operating with a fiduciary standard

Dedication to client service

Technology oriented environment

Friendly team environment

COMPENSATION & BENEFITS

Competitive salary commensurate with experience, business development skills and any potential clients transitioning with you.

Bonus potential based upon personal and company performance

Equity path potential

401(k) Retirement Plan with company match

Group health, short-term disability, long-term disability and life insurance

Sick leave, vacation leave and paid holidays

Education benefits (with company approval)

Hybrid work model

Bachelor's Degree and CERTIFIED FINANCIAL PLANNER TM designation.

At least 5 years of experience.

Ability to create and present financial plans to clients.

In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.

Tax acumen to conduct detailed tax planning.

Expertise to acquire and onboard new clients.

Ability to develop personalized and lasting relationships with clients.

Portfolio management system experience

CRM system experience

Proficiency in Word, Excel, PowerPoint and Outlook

Ability to multi-task

Acute attention to detail

Strong written and verbal communication skills are essential for success