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 +
“You can never underestimate the power of culture. At Sage, our culture begins with our people, all of whom are passionate, committed, highly ethical, and dedicated to providing the best possible experience for our clients.”
Mary Lieberman
Administrative Operations Manager | BIO +
See why we’ve been voted one of the best places to work.4
Working at Sage is more than a job. It can be a life-long career filled with clear purpose and ongoing growth opportunities. You will know you are making a difference for others as part of an incredible team that is passionate about doing what’s right for our clients and our colleagues at all times.
We work hard to recruit and retain highly talented professionals who share our values. We invest in continuing education and professional development and are proud of the strong sense of culture we have fostered since the Cohn family founded Sage Financial Group over 30 years ago. It’s why our people stay, and why our clients choose us.
To learn more about working with us, or to apply to any of our open positions (listed below), please contact Rebecca Anderson at 484-342-4400 x.109 or RAnderson@sagefinancial.com, or complete the form below.
Executive Wealth Manager
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 +
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 +
