Wealth Advisor

WEALTH ADVISOR

Sage Vest 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.

Posted: 01-Jun-26

Location:

McLean, Virginia

Type:
Full Time

Salary:
Commensurate with experience

Categories:
Wealth Management

Sector:
Wealth Management

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.

Sage Vest places a strong emphasis on financial planning. As such, the construction of financial plans is a key element of the position.

• Bachelor’s degree
• CERTIFIED FINANCIAL PLANNER® 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

• 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

• 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

• 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

Hybrid/Remote is allowed.