Senior Financial Planner & Client Strategist
Sanctuary WealthMinnesota, United States
Posted April 6, 2026
110000 - 150000 USD
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
Senior Financial Planner & Client Strategist role designed to expand firm's capacity by shifting planning execution and project ownership away from the founder. Ideal candidate is a strategic thinker and executor with excellent communication skills, attention to detail, and ability to collaborate with clients and external professionals.
Requirements
- 5–10+ years of financial planning or advisory experience with direct planning responsibility
- Experience working with affluent or high-net-worth clients and external professionals
- Strong knowledge of retirement, tax-related strategies, estate planning concepts, insurance, and portfolio review
Benefits
- 50% Employer Paid Benefits - Medical, dental, vision insurance
- 3% 401(k) Safe Harbor Contribution
- Life & disability insurance
- Paid Time Off (PTO) plus all holidays observed by the NYSE
