Investment Consultant Location Hybrid work in Richmond, VA : 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 (Institutional Retirement Plans) Location: Hybrid - Boston, MA or Richmond, VA Travel: Approximately 10% SageView Advisory Group is seeking a motivated and detail-oriented Investment Consultant to join our national Institutional Retirement Consulting Team. This is a great opportunity to deepen your investment expertise while working alongside a high-performing team that supports retirement plan sponsors across the country. What You'll Do As a key member of our consulting team, you'll:
Prepare and deliver investment review reports focused on fund performance, plan health, and investment menu structure.
Support research initiatives and help develop investment recommendations, including topics like ESG trends, target date fund evaluations, and CIT structures.
Collaborate with senior consultants and our internal research team to ensure accuracy and alignment with firm methodology.
Use tools such as Morningstar Direct and Envestnet to support fund analysis and monitor investment products.
Participate in client meetings and contribute to delivering high-quality investment insights. What We're Looking For 3-5 years of experience in financial services, ideally in investment consulting, asset management, or institutional retirement plans.
Familiarity with investment products common to retirement plans, such as mutual funds, CITs, and stable value options.
Strong communication and organizational skills, with the ability to manage multiple deadlines.
Experience using Morningstar Direct, Envestnet, or similar platforms (preferred).
Bachelor's degree in Finance, Economics, Business, or a related field.
Progress toward credentials such as CFA, CFP, or CIMA is a plus. Why Join SageView?You'll be part of a collaborative and fast-paced team helping clients make informed, data-driven decisions about their retirement plans. This hybrid role includes time working from our Boston, MA or Richmond, VA office , with periodic travel for client engagements 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 Vision plans available 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 Additional Perks: Numerous paid holidays and a generous time off policy Access to discounts through the BenefitHub marketplace Pet insurance at discounted group rates
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 .