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Founded in 1989, Sage Financial Group is an independent, privately held wealth management firm. Sage manages over $3 billion of assets and provides customized investment management and holistic financial planning services for more than 600 high-net-worth clients. Sage maintains over 98% client retention.1 Sage takes great pride in our relationship-driven culture that emphasizes client service, | Full Description +



Wealth Manager Next Generation

Founded in 1989, Sage Financial Group is an independent, privately-held wealth management firm. Sage manages over $3 billion of assets and provides customized investment management and financial planning services for more than 600 high-net-worth clients. Sage maintains over 98% client retention. Sage takes great pride in our relationship-driven culture that emphasizes client service, teamwork, discipline, | Full Description +



Trusts and Estates Paralegal

Founded in 1989, Sage Financial Group is an independent, privately held, wealth management firm.Sage manages over $3 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients.  Sage maintains over 98% client retention. Sage has a strong culture that emphasizes client service, teamwork, discipline, responsibility for the local | Full Description +



Senior Wealth Manager

Founded in 1989, Sage Financial Group is an independent, privately-held wealth management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients. Sage maintains over 98% client retention. Sage has a strong culture that emphasizes client service, teamwork, discipline, responsibility for the local community, | Full Description +



Client Service Associate

Sage Financial Group is looking for a passionate, detail-oriented professional to join our team as a Client Service Associate (CSA). The CSA works closely with other team members as a liaison with the firm’s custodians, primarily Charles Schwab and Fidelity. The position assists with all account administration, provides transactional support to the wealth management teams, | Full Description +



Investment Reporting Associate

Sage Financial Group is looking for a passionate, service-oriented professional to join our team as an Investment Reporting Associate. This is a cross-functional position that will provide an individual with broad exposure to how the business operates.  The role contributes to the back-office client reporting operations of a dynamic and growing service firm and supports | Full Description +



Investment Analyst

Founded in 1989, Sage Financial Group is an independent, privately-held wealth management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients. Sage maintains over 98% client retention. Sage has a strong culture that emphasizes client service, teamwork, discipline, responsibility for the local | Full Description +