SageView Advisory Group - Wealth Advisor

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Wealth Advisor - Deer Park

Are you able to work full-time in the Deer Park office with some workdays in Oakbrook Terrace?✱
- Yes
- No
Do you hold a Series 65 certification, or a Series 66 (which encompasses the Series 65)?✱
- Yes
- No
Do you have a Certified Financial Planner® (CFP) certification? Answering 'no' won't disqualify you from consideration.✱
- Yes
- No
Do you hold a Series 63 license? Answering 'no' won't disqualify you from consideration.✱
- Yes
- No
Do you hold a Series 7 license? Answering 'no' won't disqualify you from consideration.✱
- Yes
- No

Salary Requirements

What are your salary requirements?✱

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

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

What is your location?

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