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 a Paraplanner to support one of our wealth management teams, which includes two Executive Wealth Managers and a Senior Wealth Manager. This position will provide administrative and operational support that helps the team stay ahead of clients’ needs and deliver exceptional client service.
KEY RESPONSIBILITIES
- Collect updated client information ahead of meetings and as directed
- Assist with client communications
- Maintain CRM inputs and tracking
- Track transfer of assets for new and existing clients
- Assist as directed with the creation of prospective client proposals
- Coordinate investment risk tolerance surveys with prospective clients
- Track money movement among client-designated accounts
- Be accountable for team projects, tracking and routinely presenting status updates
- Gather time-sensitive tax reporting from custodians and securely provide it to client tax preparers
- With supervision, prepare and provide year-round estimated tax updates to tax preparers
- Billing/fee checks every month
- Cash balance reports
- Provide routine guidance and support to clients less familiar with using tools such as DocuSign, Microsoft Teams, and Zoom and accessing secure client portals to facilitate daily interaction with the wealth management team
WHAT WE LOOK FOR
- 3+ years of professional experience
- Precise and efficient; detail-oriented with a strong work ethic
- High level of comfort with technology
- Strong organization and time-management skills
- High ethical standards
- Robust interpersonal skills, including listening and written and oral communication
- Proficiency in Microsoft Office, particularly Excel and customer relationship management software.
- Self-motivated, with problem-solving abilities
- Team player
WHY JOIN SAGE?
At Sage, we offer more than just a job—we provide a career with purpose and impact. Our cultural values:
- 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.
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 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.
