Wealth Advisor

As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.

Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $170 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Looking for candidates who are open to relocating to the Greater Chicago area. This role is located in Deer Park, IL, a suburb of Chicago.

POSITION SUMMARY

We are in search of an experienced Wealth Advisor to join our growing Wealth Management team in support of our Deer Park, IL office location. The Wealth Advisor will create comprehensive wealth plans that include coordinated financial strategies that align with each client’s goals and values. The successful Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Be part of a winning team! The SageView Chicago Deer Park team has been honored by Forbes for the past five consecutive years, most recently as both Best in State and Top Women Wealth Advisors!

Forbes Best-In-State Wealth Advisors (2024-IL)

Forbes Best-In-State Women Advisors (2024-IL)

Essential Functions:

Serve as the primary contact for wealth management clients.

Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.

Prepare and provide comprehensive wealth management advice to individual and family clients through thoughtful, comprehensive wealth management and investment portfolios.

Perform financial planning responsibilities, including retirement, risk management, estate, social security, and college planning.

Maintain a comprehensive understanding of the markets, overall economy, and the firm's investment philosophy and models.

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.

Commitment to advanced continuing education and team development at all levels.

SKILLS & ABILITIES

Education:

Bachelor’s degree (preferred) in Business, Finance, Economics, or related field.

Experience:

4+ years of experience, specifically in wealth management (financial planning and investment management).

Excellent interpersonal and presentation skills.

Highly effective interpersonal, relationship management, and communication skills.

Strong attention to detail.

Demonstrates independent thinking and strong decision-making skills.

Ability to build, develop, maintain, and transition a book of business with little supervision.

High emotional intelligence, outstanding integrity, and exceptional work ethic.

Maintain a positive attitude and willingness to adapt to a rapidly changing environment.

Certificates & Licenses:

Series 65 required; Series 7 required (or within 6 months of hire).

CFP, CFA, CAIA, and/or CPWA preferred.

Note: All Wealth Advisors must have a clean U4 with no disclosures.

Work Environment:

This is a full-time position primarily working in person out of the Deer Park, IL office, with some workdays in Oakbrook Terrace. Typical hours are Monday through Friday, 8:00 a.m.–5:00 p.m., and may fluctuate with business needs in the direction of or with management approval.

** This role has a competitive base salary, plus market competitive bonus incentive structure **

** No phone calls please **

#LI-LISP

SageView's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being

At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Health Plans:

Free Medical and Dental coverage for employees on one plan (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Vision plans available

Health Savings Accounts (HSAs)

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Core Benefits (at no cost to employees):

Life Insurance and AD&D coverage

Short- and Long-Term Disability Insurance

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

Retirement Savings:

401(k) plan with employer matching contributions

Additional Perks:

Numerous paid holidays and a generous time off policy

Access to discounts through the BenefitHub marketplace

Pet insurance at discounted group rates

At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.