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 | Full Description +
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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
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 | 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 +
Associate Wealth Manager
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 | 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 +
