Title: Associate, Financial & Retirement Planning

Location: Louisville, CO (In-Office)

Team: Wealth & Institutional Retirement

Type: Full-time | In-Office

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 in-office 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.

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

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)

This is a full-time, in-office role based in our Louisville, CO office (Greater Denver Area). Regular in-office presence is required. Occasional travel (~5–10%) may be needed to support client meetings and internal team events.

#LI-LISP