Our focus on high customer service compels us to enhance our team.

Pacific Sage Partners is an established, independent, fee-only RIA. Always looking forward, Pacific Sage Partners seeks to be a legacy firm that will grow with our clients and their families for many years to come. We offer ample growth opportunities for our team members. Our team operates collaboratively with a clear vision, mission, and core values that are integrated into everything we do.

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Why join our team?

Culture & Work Environment2023-09-24T09:18:58+00:00

Our shared Core Values: Trust, Knowledge, Empathy, Collaboration, Empowerment, Ownership, Generosity, Humor

We celebrate teamwork and encourage a collaborative approach to serving our clients, solving problems, and practicing innovation. We discourage silos and fiefdoms.

We encourage work-life balance, which means being equally fulfilled in our personal life and professional life.

Employees are encouraged to learn and challenged to grow.

Our office is located in a beautiful, Northwest neighborhood setting allowing for free parking and nature breaks during the day.

Tools for Success2023-09-24T09:18:52+00:00

A collaborative work environment with team members who have combined financial industry experience exceeding 75 years

Cutting-edge CRM software which is integrated with advisor investment analysis tools

Industry research partnerships to support investment decision-making and success

Ergonomic workspace individualization and up-to-date computer and phone systems for healthy, productive work


Competitive salary

Bonuses for excellent individual performance

Bonuses for contributions to excellent firm performance

Bonuses for employee recruitment for key positions

Ownership and profit-sharing opportunities


Medical, dental, vision, and life insurance

Paid vacation and sick time

401k program with company match

Corporate Membership Marketplace with special discounts

Career Development2023-09-24T09:18:37+00:00

Industry accreditations and certifications are encouraged and may be paid for.

Applicable, approved industry training and conferences are paid for.

Appropriate industry association memberships are paid for.

Firm-wide team building training

Additional employee growth is focused on the Gallup StrengthsFinder assessment tool.

Cross-training is available and encouraged.

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