What are the responsibilities and job description for the Wealth Advisor – National Wealth Team position at SageView Advisory Group?
Wealth Advisor – National Wealth Team
Location: Bloomfield Hills, MI
Are you a dedicated financial professional looking for an opportunity to thrive in a supportive and collaborative environment? SageView Advisory Group is seeking a passionate Wealth Advisor to join our National Wealth Team. In this role, you'll deliver personalized financial planning and investment management services, helping clients achieve their financial goals through strategy development and ongoing support.
Position Summary
The Wealth Advisor reports to the Wealth Manager Team Lead and works closely with field advisors to support clients, particularly those with Broker Dealer (BD) or hybrid BD/RIA relationships. You will provide tailored financial strategies, investment advice, and client account management while supporting the National Wealth Team's growth and success.
Key Responsibilities
Manage and retain existing client relationships, especially those in brokerage business settings.
Educate clients on financial strategies and help them achieve their goals through tailored advice and services.
Build and maintain a client base, including updating client plans and acquiring new clients.
Support field advisors by onboarding new clients to the National Wealth Team.
Conduct financial reviews, develop comprehensive plans, and provide actionable recommendations.
Execute trading responsibilities for assigned Broker Dealer clients.
\nSkills & Qualifications
Education & Certifications:
Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred)
Series 66 (or Series 63 and 65), Series 7, and SEI licenses required
Insurance license(s)
CFP certification or progress toward designation (strongly preferred)
Experience:
Minimum of 3 years of experience in a hybrid RIA and Broker Dealer environment
Familiarity with various investment and insurance products
Technical Skills:
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams, Zoom)
Experience with Practifi or similar CRM systems
Other Requirements:
High professionalism with a desire to learn and grow
Collaborative work style, supporting team success
Strong analytical skills for financial analysis and planning
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