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.
Why join our team?
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.
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
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
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.