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Independent RIA New Philly Is Hiring

  • 3 Apr 2017 12:45 PM
    Message # 4709816
    Anonymous

    Sage Financial Group, an independent, privately held firm, ranked as one of the top investment and wealth management firms in the nation by Barron's and The Financial Times and as one of the Best Places to Work by The Philadelphia Business Journal, is looking for passionate, team-oriented professionals to join our team in the following three roles:

    Senior Wealth Manager: The Senior Wealth Manager will partner with one of the firm’s Principals to provide exceptional investment management, financial planning, and general professional services to a significant portion of the firm’s high-net worth clients.  Sage is collegial and inclusive. The Wealth Management teams work in close collaboration with the investment division and are supported by operational teams with deep expertise.  

    Wealth Manager focused on young professionals:  Sage is an entrepreneurial firm, expanding the range of services we provide and the markets we serve. In particular, we are developing a service offering tailored to the unique needs of young professionals, adults between the ages of 30 and 45, with careers and, in some cases, young families. The Wealth Manager will work closely with the leadership team at Sage to plan, develop, and implement a program for this group, targeting Sage's extensive current client base and network.

    Cash Flow Management Analyst :  The Cash Flow Management Analyst will partner with the firm’s Principals and others at Sage, including the wealth management and information technology teams, to help develop and implement a new service for Sage's clients. The service is related to helping clients better understand how and where they are spending money so that they can improve or establish a budget, and/or identify opportunities to reduce costs and optimize savings.  Once the program is established, this individual will collaborate with the wealth management teams to deliver the service to clients.

    COMPANY DESCRIPTION

    Founded in 1989, Sage Financial Group is an independent, privately-held, registered investment advisor.  Sage manages over $1.6 billion of assets and provides investment management and financial planning services to more than 600 high-net worth clients.

    Sage has been recognized as a top wealth manager nationally by Barron’s (2017) and the Financial Times (2016), and locally, by the Philadelphia Business Journal (2017) and Philadelphia Magazine (2016).  Sage has been featured and/or cited in The Wall Street Journal, SmartMoney, Financial Planning, Inc. and CNBC.  Sage also provided a daily investment report on CBS affiliate, KYW News Radio, the most widely listened to radio station in Philadelphia for over 20 years.*

     In 1995, the co-founders of Sage Financial Group, David, Alan, and Stephen Cohn, founded Sage Online, a leading source of online investment information for individual investors and an anchor tenant of America Online’s Personal Finance Channel. In March 2000, Multex.com, a publicly-held financial services company, acquired Sage Online.  Alan and Stephen also co-authored The Sage Guide to Mutual Funds (HarperCollins) and have led private equity investments in other businesses.  Their entrepreneurial mindset sets the tone for Sage Financial Group, as does their commitment to providing the highest level of personal service and objective advice to all Sage clients.

    Sage has a strong culture grounded in an emphasis on client service, teamwork, discipline, a sense of responsibility for the local community, and a desire to always improve. We call our perspective and way of operating, SageSense.

    Please submit cover letter and resume to Rebecca Anderson at randerson@sagefinancial.com.

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