Investment Consultant

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As one of the nations 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 Americas Top RIA Firms , highlighting our commitment to exceptional client service and long-term financial stewardship.

If youre 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 youll find itand 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, youll support institutional retirement plan clients from day onepresenting investment reviews, offering fund insights, and delivering a consistent, high-quality client experience. Youll collaborate closely with senior consultants, advisors, and internal research teams, all within a dynamic and growth-oriented environment.

What Youll 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 Were Looking For

What You Bring:

35 years of financial services experience, ideally in institutional retirement consulting or asset management

Bachelors 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 Youll 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

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