We are seeking an experienced Senior Wealth Manager (financial advisor) to join one of our established advisory teams. This is not a sales position. The role focuses on client relationships, investment advisory services, and comprehensive financial planning.
KEY RESPONSIBILITIES
Client Advisory & Relationship Management
- Partner with an Executive Wealth Manager, the senior advisor on the team, to help manage, service, and deepen client relationships with high-net-worth individuals and families.
- Maintain an in-depth understanding of clients’ goals, priorities, and financial circumstances.
- Participate in client meetings and ongoing relationship management activities.
- Help deliver a consistent, personalized client experience that reflects Sage’s commitment to long-term relationships.
- Contribute to firm-wide initiatives.
Investment Management & Financial Planning
- In consultation with the Executive Wealth Manager, recommend and implement asset allocation and portfolio diversification strategies aligned with the recommendations of Sage’s Investment Committee.
- Proactively monitor asset allocations, liquidity needs, and investment performance.
- Lead the development and presentation of comprehensive financial plans, identifying opportunities and risks across retirement, tax, estate, insurance, and cash flow planning.
WHAT WE ARE LOOKING FOR
Successful candidates will bring:
- 10+ years of professional experience in investment advisory services, financial services, wealth management, or a related field.
- A fiduciary mindset and commitment to acting in clients’ best interests.
- Strong analytical and problem-solving abilities.
- Exceptional communication and interpersonal skills.
- Ability to work collaboratively in a team-oriented environment.
- Proficiency in Microsoft Office and financial planning software.
Preferred qualifications:
- CFP® certification or progress toward obtaining it.
- Familiarity with retirement, estate, tax, and wealth planning strategies.
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. Wealth Managers work closely with professionals across investment management, trusts and estates, tax planning, operations, compliance, technology, and client service.
This structure allows advisors to focus on serving clients while drawing on the resources and expertise of the broader firm.
We offer ongoing professional development, mentorship, and the opportunity to build long-term client relationships within an established and growing organization.
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.
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