Sanctuary Wealth

Financial Planner

Sanctuary Wealth

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $85,000 - $140,000 per year

About the role

  • 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.

Requirements

  • 5-8+ 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.
  • 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 Advyzon CRM & Portfolio Management Holistiplan Kwanti Dimensional Fund Advisors Vanilla estate planning software, is a plus.
  • Mature, steady, and professional presence; comfortable taking ownership and responsibility.
  • Implementation-oriented mindset (“Integrator” vs. Visionary).
Benefits
  • performance incentives
  • bonus
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningwealth managementtax planningcash flow managementretirement planningestate planningbusiness-owner planningportfolio managementdocumentationprocess refinement
Soft Skills
ownershipresponsibilityprofessional presenceclient supportteam transition managementcommunicationleadershiporganizational skillsexecution orientationtrustworthiness
Certifications
CFPCPAEACPWACEPA