We are seeking an Associate Wealth Manager to join one of our established advisory teams. This role is designed for someone interested in building a long-term career in wealth management and developing expertise in financial planning, investment management, and client service.
This is not a sales position.
KEY RESPONSIBILITIES
Client Service & Operations
- Support Senior and Executive Wealth Managers with serving high-net-worth individuals and families.
- Assist with meeting preparation and follow-up.
- Help deliver a consistent, personalized client experience.
Investment Management & Financial Planning
- Assist with portfolio implementation, asset allocation reviews, and performance monitoring based on team recommendations.
- Gather and organize client information to support financial planning efforts.
- Assist in the preparation of comprehensive financial plans and analyses.
- Conduct research and quantitative analysis related to retirement, tax, estate, and cash flow planning.
Team Contribution
- Participate in firm-wide initiatives and process improvements.
- Contribute to special projects and other team priorities.
- Develop technical knowledge and advisory skills through ongoing mentorship and professional development.
WHAT WE ARE LOOKING FOR
Successful candidates will bring:
- 3+ years of professional experience in financial services or a related field.
- Strong analytical, quantitative, and problem-solving skills.
- Exceptional attention to detail and organizational ability.
- Excellent communication and interpersonal skills.
- A fiduciary mindset and commitment to acting in clients’ best interests.
- The ability to work effectively in a collaborative environment.
- Proficiency with Microsoft Office.
WHO WE ARE
Sage Financial Group is a privately held wealth management firm serving high-net-worth individuals. For more than 35 years, we have helped our clients make thoughtful financial decisions and achieve their goals with greater confidence and peace of mind. Today, we manage over $4.2 billion in assets.
Our client retention rate and team member retention both exceed 98%. We believe those numbers reflect the strength of the relationships, culture, and stability we have built.[1]
Sage has been recognized nationally by Barron’s (3/2026 for the 2025 calendar year) and CNBC (10/2025 for the 2024 calendar year) and locally by the Philadelphia Business Journal as a Best Place to Work (7/2024 for the 2023 calendar year).[2]
WHY JOIN SAGE?
Sage is built around a team-based model. Associate Wealth Managers work closely with experienced professionals across investment management, financial planning, trusts and estates, tax planning, operations, compliance, technology, and client service.
This structure provides hands-on experience, mentorship, and exposure to all aspects of wealth management while creating opportunities for long-term professional growth within the firm.
Interested candidates should 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 a 1-year period. 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.
Learn More About Sage
