Associate Wealth Manager | Sage Financial Group

WHO WE ARE

Sage Financial Group is a privately held wealth management firm serving high-net-worth individuals and families. Managing over $3.2 billion in assets and serving more than 660 clients, Sage has built a reputation for exceptional service, innovative solutions, and enduring relationships. Our 98% team member and client retention rates reflect our unwavering commitment to trust, expertise, and personalized care.[1]

Sage is recognized nationally as a top wealth management firm by Barron’s (3/2024 for the 2024 calendar year) and CNBC (10/2024 for the 2023 calendar year) and as a best place to work by the Philadelphia Business Journal (7/2024 for the 2023 calendar year).[2]

THE OPPORTUNITY

We are seeking an Associate Wealth Manager to support our wealth management team in delivering exceptional client service, investment management, and financial planning. This role provides a strong foundation for career growth, with hands-on experience, mentorship, and opportunities to develop expertise in wealth management. This is not a sales position.

KEY RESPONSIBILITIES

Client Service & Operations

Support Senior and Executive Wealth Managers with relationship management.
Prepare portfolio reviews and financial reports for client meetings.

Investment Management & Financial Planning

Assist in portfolio implementation, asset allocation, and performance monitoring based on team recommendations.
Gather client data and support the development of customized financial plans, utilizing financial planning software to align investment strategies with long-term financial objectives.
Conduct quantitative analysis on financial independence strategies.

Business Development & Special Projects

Contribute to client proposals, portfolio analysis, and strategic recommendations.
Participate in firm-wide initiatives and best practices.

WHAT WE LOOK FOR

A successful candidate will have:

2+ years of professional experience in financial services or a related field.
Strong analytical and quantitative skills, with attention to detail.
Exceptional communication and interpersonal skills, fostering client trust.
High ethical standards and an unwavering commitment to fiduciary responsibility.
Proficiency in Microsoft Office
A strategic ownership mindset, aligning personal and professional growth with Sage’s vision

WHY JOIN SAGE?

At Sage, we offer more than just a job—we provide a career with purpose and impact. Our cultural values:

Career Growth: Hands-on learning, mentorship, and professional development.
Collaborative Culture: A supportive team that values shared success.
Meaningful Work: The opportunity to build deep, long-lasting relationships.
Strong Firm Legacy: 35+ years of excellence in wealth management.

Please submit a cover letter and resume to Rebecca Anderson at randerson@sagefinancial.com.

Footnotes

[1] Our team member retention rate is calculated annually and reflects the average of five years. Our client retention rate is calculated annually and reflects one year. We update either figure if it changes by more than 2%.

[2] For the “Best Places to Work” recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings and recognitions.