Associate Wealth Advisor bei SageView Advisory Group

As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.

Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $235 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Location: Oakbrook Terrace, IL (Hybrid – mix of in-office and remote work)

Department: Wealth

Status: Full-time | Exempt

SageView Advisory Group is seeking an Associate Wealth Advisor to join our Oakbrook Terrace office. Reporting directly to the Managing Director, this role is responsible for supporting and managing client relationships while helping clients achieve their financial goals. You’ll play a key role in implementing holistic financial strategies that integrate financial planning, risk management, investment management, tax planning, and estate planning.

This is an exciting opportunity for someone who thrives in a collaborative environment, is passionate about delivering exceptional client experiences, and wants to grow their career in wealth management.

Partner with the Managing Director to deliver SageView’s high-touch wealth management service model.

Build and maintain trusted client relationships by ensuring clear communication and timely execution of deliverables.

Develop and implement customized financial plans covering financial, risk, tax, investment, and estate planning.

Collaborate with internal teams (Operations, Investment Management, etc.) to provide a seamless client experience.

Understand clients’ goals and craft portfolio strategies with input from SageView’s investment management team.

Analyze client risk profiles and design strategies to preserve and protect wealth.

Coordinate with clients’ accountants, attorneys, and other advisors as part of a holistic planning approach.

Compensation: $54,000 – $75,000 annually, plus performance-based annualized bonus.

Bachelor’s degree in business, finance, accounting, economics, or related field (MBA strongly preferred).

Series 65 license required (or ability to obtain shortly after hire).

Certified Financial Planner® (CFP®) designation highly desirable; willingness to pursue upon onboarding is expected if not already held.

Previous experience in wealth management, financial planning, or related client-facing advisory role.

Strong knowledge of financial planning, investments, tax, risk management, and estate planning.

Excellent communication and interpersonal skills with a client-first mindset.

Strong analytical, organizational, and problem-solving abilities.

High attention to detail and ability to thrive in a fast-paced environment.

Proficiency with Microsoft Office (Outlook, Word, Teams, Excel) and Zoom.

CRM experience (Practifi/Salesforce or similar) preferred.

Familiarity with eMoney and custodian platforms (Fidelity, Schwab, etc.) preferred.

#LI-LISP

At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Three medical plan options — one includes free medical & dental coverage for employees (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Vision plans available

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

401(k) plan with employer matching contributions

Numerous paid holidays and a generous time off policy

Access to discounts through the BenefitHub marketplace

Pet insurance at discounted group rates

At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.