Financial Planning Associate

As one of 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. We are a team of dedicated 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 place where your work is appreciated, where clients come first, and where you receive personalized support that allows you to thrive, you’ll find it—and more—at SageView.

SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide advising on over $170B of retirement assets (AUA) and $4 billion of advisory assets under management (AUM).

We are seeking a motivated and detail-oriented Financial Planning Associate (FPA) to join our team at SageView in Deer Park, IL. In this entry-level role, you’ll work closely with our advisors and consultants to deliver exceptional, concierge-level service to both current and prospective clients. Under the guidance of the Managing Director and Senior Wealth Advisor, you’ll assist in managing client relationships, understanding their financial goals, and supporting the implementation of comprehensive financial plans. This is a great opportunity for individuals passionate about client service and interested in growing their career in wealth management, with a clear path toward becoming an Associate Wealth Advisor.

Be part of a winning team! The SageView Chicago Deer Park team has been honored by Forbes for the past five consecutive years, most recently as both Best in State and Top Women Wealth Advisors!

Forbes Best-In-State Wealth Advisors (2024-IL)

Forbes Best-In-State Women Advisors (2024-IL)

Core Responsibilities:

·       Adhere to SageView’s core processes and service model for delivering wealth management.

·       Maintain clear communication with clients regarding service expectations and deliverables.

·       Support the management of client relationships in partnership with a Senior Wealth Advisor(s) or Managing Director(s), ensuring a consistent and positive experience.

·       Lead collaboration with internal support resources, including Operations, Investment Management, and other internal teams, to deliver a positive client experience.

·       Assist Advisors as needed in developing and implementing comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.

Education: 

·       Bachelor’s degree or equivalent experience

Experience:

·       Experience in client service, relationship management, and wealth management strongly desired.

·       Exceptional attention to detail, ensuring accuracy and precision in all aspects of tasks and responsibilities related to client service.

·       Excellent communication and interpersonal skills.

·       Strong analytical and problem-solving skills.

Computer Skills: 

·       Microsoft Office (Outlook, Word, Teams, Zoom, Excel).

·       Experience with Practifi or similar CRM.

·       Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.

·       Maintenance of confidential records.

Other Requirements:

Providing professional and courteous service to clients, prospective clients, and colleagues.

Effectively handling customer inquiries and resolving complaints.

Effectively prioritizing workload and meeting deadlines.

Maintaining attention to detail within a fast-paced environment.

Effectively communicating and accurately relaying information to others, including senior management.

Writing concise, logical, grammatically correct reports.

Maintaining well-organized and efficient processes.

Work Environment:

This is a full-time position primarily working in person out of the Deer Park, IL office, with some workdays in Oak Brook Terrace. Typical hours are Monday through Friday, 8:00 a.m.–5:00 p.m., and may fluctuate with business needs in the direction of or with management approval.

Benefits Package

SageView offers a comprehensive and competitive benefits package including, vacation, sick, 401k, medical, dental, vision, life insurance and disability coverages. The company has a culture of focusing on and maintaining a work life balance and offering flexible working arrangements.