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Sanctuary Wealth · 6 days ago

Financial Planner

Franklin, TN

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Sanctuary Wealth is a boutique, fee-only wealth management firm focused on serving high-impact professionals. They are seeking a Financial Planner who will lead the implementation of financial plans and manage systems, ensuring clients receive comprehensive support and guidance.

Financial Services

Responsibilities

Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners

Own planning workstreams and recommendations from start to finish

Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations

Participate in and eventually lead client meetings, serving as a trusted secondary contact

Manage portfolio implementation aligned with client plans

Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows

Maintain strong documentation and refine processes for consistency and efficiency

Ensure clients feel supported and continuity is maintained during team transitions

Qualification

CFP certificationCPAEARightCapitalAdvyzon CRMHolistiplanDimensional Fund AdvisorsDetail orientationRelationship focusedCommunication

Required

Several years of experience in financial planning or wealth management, ideally supporting or working directly as an advisor

Experience with business owners, physicians, dentists, or other high-income clients is a plus

Mature, steady, and professional presence; comfortable taking ownership and responsibility

Implementation-oriented mindset (“Integrator” vs. Visionary)

Strong communication, detail orientation, and relationship focused

Preferred

CFP® certification highly preferred; candidates working toward CFP are welcome

CPA, EA, CPWA and CEPA credentials considered a strong plus

Experience with RightCapital (primary financial planning platform) preferred

Familiarity with Schwab Institutional

Familiarity with Advyzon CRM & Portfolio Management

Familiarity with Holistiplan

Familiarity with Kwanti

Familiarity with Dimensional Fund Advisors

Familiarity with Vanilla estate planning software, is a plus

Benefits

Competitive base salary

Performance incentives

Bonus

Benefits

Company

Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.

Founded in 2018

Indianapolis, Indiana, USA

51-200 employees