Financial Planning Assistant

About This Opportunity

Sage Financial Systems is a comprehensive, boutique, holistic financial planning practice in Columbia, SC. Our methodology is grounded in Values-Based Financial Planning with strategic planning goals - every recommendation is tailored to each client’s values, goals, and life circumstances. We do not do cookie-cutter planning. We consider tax, estate, insurance, and retirement for each decision.

This is a development role with a defined path to a client-facing Associate Advisor position.

Who You Are

• You have meaningful financial planning experience—retirement planning, tax planning, goals based financial planning, personal wealth management experience, and how estate considerations integrate into a comprehensive plan.
• You are on the path to the CFP® designation or hold it already. A related background (retirement group planning, etc.) with planning depth is equally welcome.
• You must obtain your Series 7 and Series 63 or equivalent licenses within 3 months of onboarding (we will support you through this process).
• You are detail-oriented, team-centered, kind, and genuinely energized by collaborative problem solving to meet clients’ needs —not just the client conversation.
• You are open and coachable. Our methodology is distinct and mastering it is part of the role. We will support you with thorough training.

What You’ll Do

• Prepare detailed, individualized meeting packages including financial planning analysis and tailored recommendations for Ideal, Signature, and Acquisition clients.
• Coordinate with internal and external SMEs across tax, estate planning, insurance, and money management to build complete 360° client pictures.
• Maintain client financial plans in WealthVision; process client data and documents with precision and timeliness.
• Utilize various financial planning tools such as: WealthBox, Holistiplan, Wealth.com, Morningstar Advisor Workstation
• Execute post-meeting planning tasks and follow-through via WealthBox.
• Observe client meetings and progressively build toward client-facing responsibilities.

Compensation & Benefits

$75,000 – $100,000 salary + quarterly performance-based bonus

Health, dental, vision, 401(k), Paid time off after first 90 days

Professional development support; additional certifications covered by Sage when required

Hybrid eligibility after 90–180 days (initial period fully in-office, Columbia, SC)

This position will be 1099 for the first 90 days to make sure that we are a good fit for you and you are a good fit for us. After 90 days, if mutually agreed upon, you will move to permanent status as a W2 employee with all benefits listed above.