Wealth Advisor

2 weeks ago

Westlake Village, United States SageView Advisory Group Full time

As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial professionals and advisory teams across the country. Just like you, we are in the business of exceeding client expectations.


If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, you’ll find it – and more – at SageView


POSITION SUMMARY


Reporting to the Head of Wealth Management Advisory Services, the Wealth Advisor is responsible for growing a region, actively engaging with the institutional advisory team and clients, to expand client relationships and build new ones through active business development means. The successful candidate will also be responsible for understanding clients' financial goals, implementing financial plans, and seamlessly integrating financial planning, risk management, investment management, tax planning, and estate planning.


Essential Functions:

  • Partner with our SageView Institutional advisors and clients to expand relationships.
  • Develop and execute business development strategies to grow the client base of your region (E.g., participation in lead gen programs, COI networking, events, etc.).
  • Adhere to SageView’s core processes and service model for delivering wealth management.
  • Maintain clear communication with clients regarding service expectations and deliverables.
  • Develop and manage relationships, ensuring a consistent and positive experience.
  • Grow your client base through client referrals, expanding client relationships.
  • Collaborate with internal support resources, including Operations, Investment Management, and other internal teams to deliver a positive client experience.
  • Develop and implement comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.
  • Understand client’s financial objectives and craft portfolio strategies to help meet their goals in collaboration with SageView’s investment management strategists.
  • Analyze clients' risk profiles and design risk management strategies to protect and preserve their wealth.
  • Act as a liaison with clients' accountants, attorneys, and other advisors to create a cohesive team for comprehensive wealth management, where appropriate.



SKILLS & ABILITIES

Education:

  • Bachelor’s degree in business, finance, accounting, economics, or equivalent experience.
  • Series 65 required and Certified Financial Planner® required, or a willingness to complete upon onboarding in a timely manner.
  • Formal sales training in a financial service context, strongly desired.

Experience:

  • track record of achieving sales targets and acquiring new clients in wealth management or financial services industry.
  • ability to drive sales results in partnership with referral partners (E.g., custodial referral networks, internal distribution) by building trust and collaboration.
  • ability to identify client needs and provide solutions to support their goals.
  • Proven experience as a Wealth Advisor with a track record of success in client service and wealth management.
  • In-depth knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.



Computer Skills:

  • Proficient in Microsoft Office (Outlook, Word, Teams, Zoom, Excel).
  • Experience with Practifi (Salesforce) or similar CRM preferred.
  • Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred


*This is a full-time position primarily working in person out of the Westlake Village, CA*

  • Wealth Advisor

    5 days ago

    Westlake Village, United States SageView Advisory Group Full time

    As one the nations premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and weve become the destination of choice for financial...

  • Wealth Advisor

    3 weeks ago

    Westlake Village, United States SageView Advisory Group Full time

    As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial...

  • Wealth Advisor

    2 days ago

    Westlake Village, United States SageView Advisory Group Full time

    As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial...

  • Sr Specialist, Service Associate

    1 week ago

    Westlake, United States Charles Schwab Corporation Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.  As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab...

  • Client Service Manager

    4 weeks ago

    Elk Grove Village, United States Wealth Enhancement Group Full time

    ** Wealth Enhancement Group** ** Client Service Manager** Elk Grove Village, IL 60143 About Wealth Enhancement Group Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients...

  • Director, Tax Planning Specialist

    7 days ago

    Westlake, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is...

  • Senior Manager, Compliance

    1 week ago

    Westlake, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Compliance is seeking a Senior Manager to Compliance, Manager, Senior, Investment, Wealth Advisor, Technology, Program

  • Financial Specialist/Advisor

    4 weeks ago

    Elk Grove Village, United States Archetype Permanent Solutions Full time

    Job DescriptionJob DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take control of their financial futures, we provide comprehensive solutions and...

  • Regional Vice President, Fidelity Charitable

    1 week ago

    Westlake, United States Fidelity Investments Full time

    Job Description: The Role Representing Fidelity Charitable, the Regional Vice President will partner with Fidelity's Private Wealth Management and Executive Services organizations, acting as the philanthropic subject matter expert for associates and their clients. You will provide coaching to associates that enhances their understanding of charitable...

  • Financial Planner, Centralized Planning Group

    2 weeks ago

    Westlake, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor...

  • Financial Planner, Centralized Planning Group

    3 weeks ago

    Westlake, United States Charles Schwab Full time

    Position Type: Regular Your opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...

  • Financial Planner, Centralized Planning Group

    6 days ago

    WESTLAKE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThe Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...

  • Software Implementation Director

    1 week ago

    Westlake, TX, United States Fidelity Investments Full time

    The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while...

  • Director, Architecture

    7 days ago

    Westlake, United States Fidelity Investments Full time

    Job Description:The RoleThe Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads, and...

  • Director, Architecture

    7 days ago

    Westlake, United States Fidelity Investments Full time

    Job Description:The RoleThe Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads, and...

  • Health & Welfare Data Analyst

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Health and Welfare Data Analyst to work in Fidelity's Healthcare Business Unit in Westlake, TX/Durham, NC/Smithfield, RI/Merrimack, NH.The H&W Client Data Analyst will apply their consulting, analysis, and domain skills...

  • H&W Client Test Engineer

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Health and Welfare Client Test Engineer to work in Fidelity's Healthcare Business Unit in Westlake, TX/Durham, NC/Smithfield, RI/Merrimack, NH.Health & Welfare Client Test EngineerThe Health & Welfare Client Test...

  • Director, Architecture

    1 week ago

    Westlake, United States Fidelity Investments Full time

    Job Description:The RoleThe Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads, and...

  • Director, Architecture

    1 week ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads, and...

  • Director, Architecture

    7 days ago

    Westlake, TX, United States Fidelity Investments Full time

    Job Description: The Role The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Management Services space. They will partner with the Business/Product Sponsors, Agile Squads,...