SageView Advisory Group
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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
$235 billion
in retirement assets (AUA) and
$4 billion
in advisory assets under management (AUM). Investment Consultant Client-facing investment consulting at the institutional level. SageView is seeking a skilled
Investment Consultant
to join our national consulting team, with a
primary focus on delivering investment consulting services in a client-facing capacity . In this role, you’ll support institutional retirement plan clients from day one—presenting investment reviews, offering fund insights, and delivering a consistent, high-quality client experience. You’ll collaborate closely with senior consultants, advisors, and internal research teams, all within a dynamic and growth-oriented environment. What You’ll Do: Serve as a client-facing investment consultant to institutional plan sponsors Deliver investment reviews on plan performance, fund lineups, and market trends Support special-topic research such as ESG factors, target date fund analysis, and CIT structures Collaborate with internal teams to prepare materials and ensure accuracy of reporting Use tools like Morningstar Direct and Envestnet to analyze investments and support data-driven recommendations Help standardize investment consulting deliverables across the firm What We’re Looking For What You Bring: 3–5 years of financial services experience, ideally in institutional retirement consulting or asset management Bachelor’s degree in Finance, Business, Economics, or a related field Progress toward CFA, CFP, or CIMA designations preferred Strong communication skills and ability to clearly explain complex investment topics Familiarity with mutual funds, CITs, and stable value products Experience with Morningstar Direct, Envestnet, or similar platforms Where You’ll Work: This is a
hybrid position
based in
Boston, MA
or
Richmond, VA , with flexibility to work from home part of the week. Occasional travel (:10%) may be required for client meetings and internal events. 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: Three medical plan options
— one includes
free medical & dental coverage
for employees ( dependent coverage at a cost ) Additional paid plans
available for medical and dental coverage 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 Numerous paid holidays
and a
generous time off policy Access to discounts
through the BenefitHub marketplace 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 . Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at SageView Advisory Group by 2x Get notified about new Investment Advisor jobs in
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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
$235 billion
in retirement assets (AUA) and
$4 billion
in advisory assets under management (AUM). Investment Consultant Client-facing investment consulting at the institutional level. SageView is seeking a skilled
Investment Consultant
to join our national consulting team, with a
primary focus on delivering investment consulting services in a client-facing capacity . In this role, you’ll support institutional retirement plan clients from day one—presenting investment reviews, offering fund insights, and delivering a consistent, high-quality client experience. You’ll collaborate closely with senior consultants, advisors, and internal research teams, all within a dynamic and growth-oriented environment. What You’ll Do: Serve as a client-facing investment consultant to institutional plan sponsors Deliver investment reviews on plan performance, fund lineups, and market trends Support special-topic research such as ESG factors, target date fund analysis, and CIT structures Collaborate with internal teams to prepare materials and ensure accuracy of reporting Use tools like Morningstar Direct and Envestnet to analyze investments and support data-driven recommendations Help standardize investment consulting deliverables across the firm What We’re Looking For What You Bring: 3–5 years of financial services experience, ideally in institutional retirement consulting or asset management Bachelor’s degree in Finance, Business, Economics, or a related field Progress toward CFA, CFP, or CIMA designations preferred Strong communication skills and ability to clearly explain complex investment topics Familiarity with mutual funds, CITs, and stable value products Experience with Morningstar Direct, Envestnet, or similar platforms Where You’ll Work: This is a
hybrid position
based in
Boston, MA
or
Richmond, VA , with flexibility to work from home part of the week. Occasional travel (:10%) may be required for client meetings and internal events. 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: Three medical plan options
— one includes
free medical & dental coverage
for employees ( dependent coverage at a cost ) Additional paid plans
available for medical and dental coverage 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 Numerous paid holidays
and a
generous time off policy Access to discounts
through the BenefitHub marketplace 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 . Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at SageView Advisory Group by 2x Get notified about new Investment Advisor jobs in
Boston, MA . Boston, MA $165,000.00-$210,000.00 6 days ago Quantitative Researcher, Private Equity Co-Investments (Boston, London or Dublin)
Greater Boston $50,000.00-$100,000.00 1 month ago Asset & Wealth Management Regulated Investment Company (RICS) - Manager
Boston, MA $99,000.00-$266,000.00 1 month ago Waltham, MA $75,000.00-$125,000.00 1 week ago Investment Strategy Analyst, Solutions Group Privates Allocator
Boston, MA $80,000.00-$180,000.00 2 weeks ago Boston, MA $90,000.00-$117,000.00 15 hours ago Citi Private Bank - UHNW Investment Counselor - Dir / MD
Boston, MA $200,000.00-$500,000.00 2 weeks ago Boston, MA $31,500.00-$125,000.00 2 weeks ago Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Boston, MA $124,000.00-$335,000.00 1 month ago Strategic Initiatives Analyst, Investment Platform
Boston, MA $65,000.00-$150,000.00 3 weeks ago Remote Investment Operations Manager (Private Credit) - 27357
Boston, MA $50,000.00-$350,000.00 3 weeks ago Senior Director, Financial Planning & Analysis (FP&A)
Strategist, Investment Platform Business Enablement
Boston, MA $100,000.00-$225,000.00 2 months ago Boston, MA $100,000.00-$300,000.00 2 weeks ago Director of Investments and Financial Planning
Boston, MA $142,600.00-$220,000.00 22 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr