“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.3

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.

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Trusts and Estates Paralegal

Sage Financial Group, an independent, privately held wealth management firm, is looking for an experienced, service-oriented, organized professional to join our team as a Trusts and Estates Paralegal. The candidate will assist Sage’s Trusts and Estates Counsel with all aspects of estate planning and trust administration work. Primary Responsibilities Opening and management of new client | Full Description +

Wealth Manager

Sage Financial Group is looking for a passionate, service-oriented professional to join our team as a Wealth Manager. This a unique opportunity for someone with previous professional experience, in or out of wealth management, to become an integral member of a growing boutique firm. This position does not include any sales responsibilities. The Wealth Manager | Full Description +

Investment Analyst

Sage Financial Group, an independent, privately held firm is looking for a passionate, team-oriented professional to join our team as an Investment Analyst. This is a unique opportunity for someone with previous professional experience to become an integral member of our high-performing organization. The Investment Analyst, as an integral member of the Sage Investment Division, | 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 Client Service Associate will work closely with one of the firm’s wealth management teams that include two Executive and one Senior Wealth Manager. The position will provide administrative support that helps the team stay | 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 +