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Title: Associate, Financial & Retirement Planning
Location: Louisville, CO / Denver, CO Metro
Team: Wealth & Institutional Retirement
Type: Full-time | Hybrid
Overview
SageView Advisory Group is a leading financial advisory firm specializing in retirement plan consulting and wealth management. With offices nationwide and a culture built on trust, collaboration, and results, SageView has become a destination of choice for top financial professionals.
We’re seeking a service-oriented Associate to support both our institutional retirement plan clients and individual wealth management clients. This hybrid role is ideal for someone who thrives in a fast-paced environment, enjoys variety in their work, and takes pride in delivering an exceptional client experience.
What You’ll Do
Support both Wealth Advisors and Institutional Consultants across client relationships
Assist with meeting preparation, including agendas, financial plan drafts, investment reviews, and post-meeting follow-up
Partner with internal teams to ensure timely and accurate deliverables
Help prepare financial plans focused on retirement readiness, investment allocation, tax strategies, and more
Coordinate with vendors and partners to support plan sponsor reporting and service delivery
Maintain CRM records and help drive client engagement and satisfaction
$68,000 - $73,000 a year
What You Bring
1–3 years of experience in financial services, retirement plan consulting, or a similar client-focused role
Bachelor’s degree in Finance, Business, Economics, or a related field preferred
Strong communication skills, attention to detail, and organizational abilities
Familiarity with planning tools, investment platforms, and systems such as CRM software (e.g., Practifi, Monday.com)
Location & Flexibility
This role is based in our Louisville, CO office (Greater Denver Area) with a hybrid schedule. Some in-office presence is required. Occasional travel (~5–10%) may also be needed for client meetings and internal team events.
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