Position Overview

A Financial Advisor at Pacific Sage Partners is responsible for advising clients on financial and investment matters with the goal of preserving our clients’ wealth. As a fiduciary, financial advisors at Pacific Sage Partners work in the best interest of our clients. The Financial Advisor manages existing client relationships and develops new client relationships. The Financial Advisor is the revenue generator for the firm and is whom our company product, excellent wealth management, centers around. This person uses financial industry technical specialists and other research resources in various areas of expertise to formulate recommendations for clients. The Financial Advisor also works with, trains or supervises other staff in financial advisory services of Pacific Sage Partners. Pacific Sage Partners is a small but growing firm similar to a start-up. Therefore, all employees must be willing to jump in to fill gaps where needed and contribute to solving problems to ensure that clients are well-served and the firm runs smoothly. The Financial Advisor is expected to support and amplify our firm’s core values and culture, and model this behavior for others.


-          Client relationship development and management, including ongoing and regular client contact and communication

-          Update clients on their financial plan

-          Monitor client portfolios

-          Identify new opportunities for clients

-          Manage client assets and portfolios, account analysis, estate planning, retirement projections

-          Understand and stay current on tax strategies for clients’ assets

-          Research financial/investment and economic trends, companies

-          Manage and review portfolio management software and cloud platform to broaden reporting and workflow systems/processes

-          Create, implement and manage Pacific Sage Partners’ trading processes and procedures

-          Participate in the Pacific Sage Partners’ investment model

-          Search for innovations that strengthen Pacific Sage Partners’ ability to provide sound financial advice and services


-          BA/BS or equivalent; Series 66

-          CFP desired

-          Track record of effective customer service

-          Expertise in financial planning and wealth management

-          Familiarity working with investment models

-          Ability to effectively organize and prioritize tasks

-          Effective manager of heavy, time-sensitive workloads, while maintaining accuracy and attention to detail

-          Experienced and skilled problem solver

-          Excel at strategic thinking, be open to new perspectives and better ways to do things

-          Be creative and a visionary

-          Excellent people skills; ability to build rapport with clients and motivate other staff

-          Strong communication, observational and listening skills; good at asking questions

-          Passionate about doing what is right for clients