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Wealth Advisor
SageVest Wealth Management
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Posted: 01-Jun-26
Location: McLean, Virginia
Type: Full Time
Salary: Commensurate with experience
Categories
Wealth Management
Sector
Wealth Management
Salary Details
Base salary plus personal performance bonus and company performance bonus
Required Education
4 Year Degree
Additional Information
Hybrid/Remote is allowed.
WEALTH ADVISOR
SageVest Wealth Management is a growing, top-ranked wealth management firm offering a wealth advisor position. We’re an independent, fee-only firm, dedicated to providing the highest caliber of financial planning and investment management for our clients.
Primary Position Responsibilities
The wealth advisor assuming this position will be responsible for servicing existing and new client relationships. The advisor will lead client relationships as part of a team structure, provide comprehensive financial planning, review client portfolios, coordinate client service requirements, and participate in marketing and business development efforts.
SageVest places a strong emphasis on financial planning. As such, the construction of financial plans is a key element of the position. A CERTIFIED FINANCIAL PLANNERTM designation with at least five (5) years of experience in a client relationship manager role is required for all candidates.
Education & Experience Requirements
Bachelor’s degree
CERTIFIED FINANCIAL PLANNERTM designation
Minimum of five (5) years of experience in managing high net worth client relationships
Series 65 preferred, or required within 3 months of employment
Required Skills
Ability to create and present financial plans to clients.
In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.
Tax acumen to conduct detailed tax planning.
Expertise to acquire and onboard new clients.
Ability to develop personalized and lasting relationships with clients.
Portfolio management system experience
CRM system experience
Proficiency in Word, Excel, PowerPoint and Outlook
Ability to multi-task
Acute attention to detail
Strong written and verbal communication skills are essential for success
Differentiating Company Factors
Established and growing wealth management firm
Professional recognition by Washingtonian, Northern Virginia Magazine, Five Star, Advisory HQ and Advisor Hub
Independent, fee-only firm operating with a fiduciary standard
Dedication to client service
Technology oriented environment
Friendly team environment
Compensation & Benefits
Competitive salary commensurate with experience, business development skills and any potential clients transitioning with you.
Bonus potential based upon personal and company performance
Equity path potential
401(k) Retirement Plan with company match
Group health, short-term disability, long-term disability and life insurance
Sick leave, vacation leave and paid holidays
Education Benefits (with Company Approval)
Hybrid work model
Bachelor's Degree and CERTIFIED FINANCIAL PLANNERTM designation.
At least 5 years of experience.
Ability to create and present financial plans to clients.
In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.
Tax acumen to conduct detailed tax planning.
Expertise to acquire and onboard new clients.
Ability to develop personalized and lasting relationships with clients.
Portfolio management system experience
CRM system experience
Proficiency in Word, Excel, PowerPoint and Outlook
Ability to multi-task
Acute attention to detail
Strong written and verbal communication skills are essential for success
Create a Job Match for Similar Jobs
About SageVest Wealth Management
Connections working at SageVest Wealth Management
https://fpajobboard.org/jobs/22315711/wealth-advisor
Expand Show Other Jobs
Job Saved Save Job
Wealth Advisor
SageVest Wealth Management
Facebook X LinkedIn Share
Application
Captcha / Bot Check
Copy from here
- to here
What is this?
The application opened in a new tab.
You may close this popup.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted: 01-Jun-26
Location: McLean, Virginia
Type: Full Time
Salary: Commensurate with experience
Categories
Wealth Management
Sector
Wealth Management
Salary Details
Base salary plus personal performance bonus and company performance bonus
Required Education
4 Year Degree
Additional Information
Hybrid/Remote is allowed.
WEALTH ADVISOR
SageVest Wealth Management is a growing, top-ranked wealth management firm offering a wealth advisor position. We’re an independent, fee-only firm, dedicated to providing the highest caliber of financial planning and investment management for our clients.
Primary Position Responsibilities
The wealth advisor assuming this position will be responsible for servicing existing and new client relationships. The advisor will lead client relationships as part of a team structure, provide comprehensive financial planning, review client portfolios, coordinate client service requirements, and participate in marketing and business development efforts.
SageVest places a strong emphasis on financial planning. As such, the construction of financial plans is a key element of the position. A CERTIFIED FINANCIAL PLANNERTM designation with at least five (5) years of experience in a client relationship manager role is required for all candidates.
Education & Experience Requirements
Bachelor’s degree
CERTIFIED FINANCIAL PLANNERTM designation
Minimum of five (5) years of experience in managing high net worth client relationships
Series 65 preferred, or required within 3 months of employment
Required Skills
Ability to create and present financial plans to clients.
In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.
Tax acumen to conduct detailed tax planning.
Expertise to acquire and onboard new clients.
Ability to develop personalized and lasting relationships with clients.
Portfolio management system experience
CRM system experience
Proficiency in Word, Excel, PowerPoint and Outlook
Ability to multi-task
Acute attention to detail
Strong written and verbal communication skills are essential for success
Differentiating Company Factors
Established and growing wealth management firm
Professional recognition by Washingtonian, Northern Virginia Magazine, Five Star, Advisory HQ and Advisor Hub
Independent, fee-only firm operating with a fiduciary standard
Dedication to client service
Technology oriented environment
Friendly team environment
Compensation & Benefits
Competitive salary commensurate with experience, business development skills and any potential clients transitioning with you.
Bonus potential based upon personal and company performance
Equity path potential
401(k) Retirement Plan with company match
Group health, short-term disability, long-term disability and life insurance
Sick leave, vacation leave and paid holidays
Education Benefits (with Company Approval)
Hybrid work model
Bachelor's Degree and CERTIFIED FINANCIAL PLANNERTM designation.
At least 5 years of experience.
Ability to create and present financial plans to clients.
In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.
Tax acumen to conduct detailed tax planning.
Expertise to acquire and onboard new clients.
Ability to develop personalized and lasting relationships with clients.
Portfolio management system experience
CRM system experience
Proficiency in Word, Excel, PowerPoint and Outlook
Ability to multi-task
Acute attention to detail
Strong written and verbal communication skills are essential for success
Create a Job Match for Similar Jobs
About SageVest Wealth Management
Connections working at SageVest Wealth Management
https://fpajobboard.org/jobs/22315711/wealth-advisor