Sanctuary Wealth · 20 hours ago
Financial Planner / Associate Advisor
Bend, OR
Full-time
Hybrid
Mid Level
$70K/yr - $95K/yr
3+ years expSanctuary Wealth is an independent SEC Registered Investment Advisory firm specializing in retirement plan consulting and wealth management. They are seeking a Financial Planner/Associate Advisor to work with the Wealth Management Team in all aspects of client service, financial planning, and relationship management.
Financial Services
Responsibilities
Set up new financial plans and work directly with Senior Financial Planner on large complex financial plans
Support Service Manager in taking care of on-going client service requests, new account on-boarding and performance reporting
Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow up tasks etc
Record all client contact and activity into contact management system and participate in weekly team meetings
Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects
Become knowledgeable and keep up to date on key systems
Periodic trading and rebalancing of client accounts as directed by lead advisors
Support other members of the Deschutes team as needed
Qualification
Required
A minimum of 3 years' experience in the financial services industry
Undergraduate Degree
Series 65
Proficient with Microsoft Office
Ability to multitask and manage time wisely
Works well independently and within a team
Strong communication and organizational skills
Commitment to confidentiality and diplomacy
Preferred
CFP® or CFP® Candidate preferred
Experience using Fidelity or Charles Schwab platforms preferred
Experience with other systems including eMoney, Orion and Wealthbox a plus
Current CFP® or working toward CFP® certification preferred
Benefits
Healthcare
401(k) Plan
Vacation/Sick
Health insurance
401k plan
Bonus based on individual & team success
Continuing education and training
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Malamed
Chief Executive Officer
David Vaughan
Chief Financial Officer
Recent News
2024-04-10
2024-03-11
Company data provided by crunchbase