SageView Advisory Group - Investment Consultant

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Salary Requirements

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Compliance Questions

Important Notice: The following question is required as part of the resume/application submission process. Please provide accurate responses to proceed with your application. Compliance Disclosure: To ensure adherence to relevant regulations: Dual Registration: If dually registered, our operations comply with MSRB, FINRA, and SEC rules. Investment Adviser (IA) Registration Only: If only registered on the IA side, SEC regulations apply. Definition of Contribution: For the purposes of these questions, "contribution" includes any gift, subscription, loan, advance, or deposit of money or anything of value made for: Influencing any election for Federal, State, or local office, Payment of debt incurred in connection with any such election, or Transition or inaugural expenses of the successful candidate for State or local office. ------------------------------Political Contributions: Have you made any direct or indirect political contributions (including those through a spouse, children, etc.) to political officials, candidates, or Political Action Committees (PACs) in the past two years?✱
- Yes
- No
Important Notice: The following question is required as part of the resume/application submission process. Please provide accurate responses to proceed with your application. Compliance Disclosure: To ensure adherence to relevant regulations. Dual Registration: If dually registered, our operations comply with MSRB, FINRA, and SEC rules. Investment Adviser (IA) Registration Only: If only registered on the IA side, SEC regulations apply. Definition of Contribution: For the purposes of these questions, "contribution" includes any gift, subscription, loan, advance, or deposit of money or anything of value made for: Influencing any election for Federal, State, or local office, payment of debt incurred in connection with any such election, or Transition or inaugural expenses of the successful candidate for State or local office. ------------------------------ Coordination or Solicitation of Contributions: Have you coordinated or solicited any person or PAC to: Contribute to an official of a government entity, or make payments to a political party at the state or local level, in the past two years?✱
- Yes
- No

Investment Consultant (Institutional)

How many years of experience do you have in financial services (investment consulting, asset management, or institutional retirement plans)?✱
- Less than 1 year
- 1–2 years
- 3–5 years
- 6+ years
Have you worked directly with institutional clients or plan sponsors in a consulting, investment, or client service capacity?✱
- Yes
- No
Do you have a Bachelor’s degree in Finance, Business, Economics, or a related field?✱
- Yes
- No
Are you familiar with investment products used in retirement plans (e.g., mutual funds, CITs, stable value)?✱
- Yes
- Somewhat
- No
Have you used investment research or reporting platforms such as Morningstar Direct or Envestnet?✱
- Yes, frequently
- Yes, occasionally
- No
Do you currently hold or are you actively pursuing any of the following credentials: CFA, CFP, or CIMA?✱
- Yes
- No, but planning to pursue
- No
This is a hybrid role based in either Boston, MA or Richmond, VA. Are you currently located in or willing to relocate to one of these areas?✱
- Yes, I live in one of these areas
- No, but I am willing to relocate
- No, I am not open to relocation

Additional information

U.S. Equal Employment Opportunity information (Completion is voluntary and will not subject you to adverse treatment)

Our company values diversity. To ensure that we comply with reporting requirements and to learn more about how we can increase diversity in our candidate pool, we invite you to voluntarily provide demographic information in a confidential survey at the end of this application. Providing this information is optional. It will not be accessible or used in the hiring process, and has no effect on your opportunity for employment.

Gender

Race

Hispanic or Latino
A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race.
White (Not Hispanic or Latino)
A person having origins in any of the original peoples of Europe, the Middle East, or North Africa.
Black or African American (Not Hispanic or Latino)
A person having origins in any of the black racial groups of Africa.
Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino)
A person having origins in any of the peoples of Hawaii, Guam, Samoa, or other Pacific Islands.
Asian (Not Hispanic or Latino)
A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam.
American Indian or Alaska Native (Not Hispanic or Latino)
A person having origins in any of the original peoples of North and South America (including Central America), and who maintain tribal affiliation or community attachment.
Two or More Races (Not Hispanic or Latino)
All persons who identify with more than one of the above five races.

Veteran status

Demographic Survey

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Demographic Survey for SageView Advisory Group

We invite you to complete this optional survey to help us evaluate our diversity and inclusion efforts. Submission of the information on this form is strictly voluntary and refusal to provide it will not subject you to any adverse treatment or affect your job application. Information obtained will be kept separate from your name or job application. This information will be kept secure and confidential and will be used solely to evaluate our diversity and inclusion efforts.

What is your age range?
- 17 or younger
- 18-20
- 21-29
- 30-39
- 40-49
- 50-59
- 60 or older
I identify my ethnicity as
Select all that apply
- White / Caucasian
- Hispanic, Latino, or Spanish origin
- Black or African American
- Asian
- Native Hawaiian or other Pacific Islander
- Indigenous Peoples, First Nations, Native American, or Alaska Native
- Middle Eastern or North African
- Some other race, ethnicity, or origin
What gender do you identify as?
- Female
- Male
- Non-binary