Sanctuary Wealth Jobs in United States

Wealth Management Administrative Assistant · This position is a client service and administrative support role. Primary responsibilities include scheduling, client meeting prep and support, account paperwork processing, and administrative office responsibilities. · ...

We believe exceptional results aren't driven by titles or industry pedigree alone - they come from curiosity, collaboration, and character. · ...

This is an entry-level role designed as a career-launching position — we'll train you on the details of wealth management, and we'll support both your personal and your professional growth. · ...

Wealth Management Client Service Associate · Firm - Auric Capital Partners. · About Auric Capital Partners: · - Founded in 2022 by partners with decades of investment management experience, · - We serve founders, professionals, and families nationwide with sophisticated, · tailor ...

We are seeking a senior-level financial planner to join our team at Merit Wealth Management. As a lead implementer and financial planner, you will build and manage financial plans and systems for high-income professionals and business owners. · ...

· Financial Planner (100%) RemoteCFP certification highly preferred; candidates working toward CFP are welcome · CPA, EA, CPWA and CEPA credentials considered a strong plus. · Full-Time · Remote · Base Salary $85k-$140k (based on experience, licenses, and designations) + perform ...

+ We are seeking a highly organized, proactive Executive Assistant or Virtual Assistant to provide administrative and operational support to a financial advisor within an independent wealth management practice.+ · + Email & Communication Management+Monitor and triage the advisor' ...

This position is responsible for all monthly Orion advisory and manager fee billing for approximately $14B in AUM. · ...

· Project Manager Reports To: Jene Hoosier · Location: Miami, FL - In-Person · Compensation: $100,000-$125,000 Base Salary + Bonus · Employment Type: On-Site  · *We value thoughtful, strategic communication. Please include an original + personally written cover letter that clear ...

· Wealth AssociateLocation: Carmel, IN (In-office, Mon-Fri) · Updated Pay Range: $55,000 – $75,000 base + 10% bonus (bonus paid semi-annually) · Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May ...

+Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth our approach is rooted in integrity respect collaboration. · Manage existing client relationships referrals · + · ...

We are seeking an experienced Client Associate to support an advisor transitioning into independent wealth management space. This role is critical to the day-to-day operations of the practice and will serve as a key partner to the advisor in delivering a high-touch, white-glove c ...

+Wealth advisor role at Gainline Financial Partners in Louisville, CO with a salary range of $90,000 - $110,000+ base (commensurate with experience) + 100% employer funded benefits. The job involves managing client relationships and service requests.+Serve as a primary point of c ...

This entry-level wealth management role is ideal for someone looking to build a career in financial services while learning from a collaborative, high-performing team. · We believe exceptional results aren't driven by titles or industry pedigree alone - they come from curiosity, ...

Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. · ...

· Client Service CoordinatorLocation: Carmel, IN (In-office) · Experience: N/A – We are looking for the right candidate with drive, energy, and tenacity to join our team. We are open to career changers, entry-level individuals, etc.  · Pay Range: $55,000 -$65,000 + 4% Annual Bon ...

We are seeking a Bilingual (Spanish/English) Registered Client Service Associate to support our advisors and deliver a high-touch, detail-driven client experience. · ...

This is a senior-level role as the lead implementer and financial planner at Merit Wealth Management. The ideal candidate will have several years of experience in financial planning or wealth management and strong communication skills. · Build comprehensive financial plans for hi ...

The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. · This role goes far beyond traditional administrative support and requires someone who can work independently, manage multiple workflows simultaneously, and confident ...

· Wealth Management Client Service Associate · Firm - Auric Capital Partners  · Location -  Aliso Viejo, CA · Full-time, in-office · Compensation:  $30/hr-$36/hr (This equates to $60,000–$70,000 annually) + discretionary bonus · About Auric Capital Partners - Founded in 2022 by ...