Registered Client Associate​/Operations Manager

Position

Office Manager/Registered Client Service Associate

Richmond, VA

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Sage Wealth Advisors, located in Richmond, Virginia, a growing wealth advisory firm, is seeking a full‑time detail‑oriented and client‑focused Office Manager/Registered Client Service Associate to support our financial advisors and deliver exceptional service to our clients. This role is critical to maintaining strong client relationships, ensuring accurate account administration, and supporting daily operations within a fast‑paced advisory environment.

• Handle the daily needs of running our office(s) (main office point of contact for company vendors, handle office supplies, etc)
• Perform Wells Fargo Advisors supervisory‑related duties delegated to you by the Branch Manager
• Assist the Managing Partners with operating our business, which may entail assuming duties/work needed to effectively manage our practice
• Serve as a primary point of contact for client service requests, inquiries, and follow‑ups
• Assist advisors with client onboarding, account opening, and documentation processing
• Maintain accurate client records in CRM and custodial systems
• Prepare and process account paperwork, transfers, and service requests
• Coordinate client meetings, prepare presentation materials, and follow up on action items
• Support ongoing client communications, including meeting summaries and reports

• Bachelor’s degree or equivalent experience in finance, business, or a related field
• 3‑5 years of experience in financial services, banking, or client support
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Ability to handle confidential information with discretion
• A valid Series 7 license

• Experience working with financial advisory firms or RIAs
• Familiarity with CRM systems (e.g., Salesforce, Redtail)
• A valid Series 9/10 license
• Competitive salary commensurate with experience
• Performance‑based bonus eligibility
• Health, dental, and vision insurance
• 401(k) with employer match and discretionary profit sharing
• Paid time off and holidays
• Professional development and licensing support

This role may require prolonged periods of sitting and working at a computer. Reasonable accommodation will be provided in accordance with applicable law.

Sage Wealth Advisors is an equal opportunity employer and does not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, veteran status, or any other protected characteristic under applicable federal, state, or local laws.

Applicants with disabilities may be entitled to reasonable accommodations under the ADA and applicable state laws. If you require assistance or accommodation during the application process, please contact

Employment is contingent upon successful completion of a background check and, where applicable, regulatory licensing requirements.

Employment with Sage Wealth Advisors is at‑will, meaning that either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law.