Director, Wealth & Financial Planning
Sanctuary WealthLouisville, Colorado, United States
Posted March 30, 2026
Full Time
About the Company
Sanctuary Wealth is a private wealth management firm that provides personalized, fiduciary financial guidance and client services, including wealth management, bilingual support, and reporting solutions using platforms such as Addepar. The firm focuses on delivering tailored strategies and a relationship-driven process to help clients make confident, informed decisions about their financial future.
Job Description
Director, Wealth Advisor & Financial Planner at Gainline Financial Partners in Louisville, CO, responsible for leading client relationships, financial planning execution, and firm-wide service delivery.
Requirements
- CFP designation (required or in progress)
- 5+ years of experience in wealth management (Minimum 3+ years of financial planning experience)
- Experience owning end-to-end client relationships and delivering financial plans independently
- Strong communication skills and comfort presenting to clients
- Organized, reliable, and comfortable owning responsibility across multiple workstreams
- Team-oriented mindset — willing to support wherever needed
- Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus
Benefits
- 401(k) plan with Safe Harbor match
- Full employer-paid medical, dental, short-term disability, long-term disability, and life insurance for employee
- Ongoing professional development and continuing education support
- Paid vacation and flexible personal day policy, including remote work as needed
