Sanctuary Wealth · 19 hours ago
Associate Financial Advisor
Louisville, CO
Full-time
Hybrid
Mid Level
$90K/yr - $110K/yr
4+ years expGainline Financial Partners is an independent Registered Investment Advisor wealth management firm experiencing strong growth. They are seeking an Associate Financial Advisor to join their advisory team, focusing on client relationships, planning execution, and service delivery.
Financial Services
Responsibilities
Serve as a primary point of contact for a group of clients
Manage day-to-day client needs, service requests, and follow-up
Coordinate reviews, scheduling, and ongoing communication
Ensure clients receive timely, thoughtful, and consistent service
Prepare for and participate in client meetings
Assist with financial planning updates, analysis, and implementation
Maintain meeting notes, action items, and workflows in firm systems
Gradually take on more independent planning responsibilities over time
Work closely with Advisors, Operations, and Portfolio team members
Handle account openings, transfers, and client paperwork accurately
Support implementation of planning recommendations
Help identify ways to improve processes and the client experience
Qualification
Preferred
CFP® designation (or strong planning experience)
4+ years of experience in wealth management or financial planning
Client-facing experience and strong communication skills
Organized, reliable, and comfortable owning responsibility
Team-oriented mindset — willing to help wherever needed
Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus
Benefits
Incentive Compensation: additional incentive compensation equal to ~10% of base salary for on target performance and attainment of team and personal goals
401(k) plan
Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits
Ongoing professional development and continuing education support
Paid vacation and flexible personal day policy, including remote work as needed
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