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Job Title: Associate, Client Service & Financial Planning
Location: Syracuse, NY
Department: Wealth Management
Job Type: Full-time | Non-Exempt
Reports To: Senior Wealth Advisor
Travel: 0%–10%
About the Role
SageView Advisory Group is seeking an Associate, Client Service & Financial Planning to join our Wealth Management team in Syracuse, NY. This hybrid role blends high-quality client service with hands-on financial planning support and is designed to offer broad exposure to both disciplines. The ideal candidate is detail-oriented, collaborative, and eager to grow within a client-focused advisory environment.
What You’ll Do
Client Service Responsibilities
Prepare and process new account paperwork and custodial documentation
Manage account maintenance (e.g., address changes, beneficiary updates)
Assist with money movement requests and service inquiries
Monitor and resolve transfer of asset (TOA) issues
Communicate with clients, custodians, and third-party vendors
Support compliance documentation and reporting processes
Maintain accurate records in CRM and other internal systems
Financial Planning Support Responsibilities
Assist in gathering and entering data for financial planning software (e.g., eMoney)
Prepare financial plan deliverables, meeting summaries, and follow-ups
Attend client meetings as a note-taker or planning assistant
Help track the implementation of financial recommendations (e.g., insurance, estate coordination)
Coordinate with external professionals (e.g., attorneys, CPAs) as needed
Partner with advisors and operations teams to support plan execution
$0 - $0 a year
What You’ll Bring
Bachelor’s degree preferred, or equivalent experience
1–3 years of experience in wealth management, financial planning, or client service
Previous experience in a Registered Investment Advisor (RIA) or Family Office setting a plus
Series 7, 65, or 66 preferred—or willingness to obtain
Familiarity with eMoney, Salesforce, or Tamarac is highly desirable
Strong communication skills and attention to detail
Proactive mindset and passion for delivering excellent client experiences
Ability to manage multiple priorities in a fast-paced environment
Work Environment
This position is based in our Syracuse, NY office. Work is primarily performed during regular business hours in a professional office setting, with occasional deadlines and moderate levels of stress.
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