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Sanctuary Wealth · 6 hours ago

Financial Planner / Associate Advisor

Bend, OR

Full-time

Hybrid

Mid Level

$70K/yr - $85K/yr

3+ years exp

Sanctuary Wealth is a highly successful wealth management firm located in Bend, Oregon, specializing in retirement plan consulting and financial planning. The Financial Planner / Associate Advisor will work with individual investment and planning clients, focusing on client service, onboarding, and supporting the wealth management team.

Financial Services

Responsibilities

Set up new financial plans and work directly with Senior Financial Planner on large complex financial plans

Support Service Manager in taking care of on-going client service requests, new account on-boarding and performance reporting

Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow up tasks etc

Record all client contact and activity into contact management system and participate in weekly team meetings

Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects

Become knowledgeable and keep up to date on key systems

Periodic trading and rebalancing of client accounts as directed by lead advisors

Support other members of the Deschutes team as needed

Qualification

CFP® certificationSeries 65Fidelity platformCharles Schwab platformMicrosoft OfficeClient serviceCommunication skillsOrganizational skillsTeamworkTime management

Required

A minimum of 3 years' experience in the financial services industry

Undergraduate Degree

Series 65

Proficient with Microsoft Office

Ability to multitask and manage time wisely

Works well independently and within a team

Strong communication and organizational skills

Commitment to confidentiality and diplomacy

Preferred

CFP® or CFP® Candidate preferred

Experience using Fidelity or Charles Schwab platforms preferred

Current CFP® or working toward CFP® certification preferred

Benefits

Healthcare

401(k) Plan

Vacation/Sick

Bonus based on individual & team success

Continuing education and training

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.

Founded in 2018

Indianapolis, Indiana, USA

51-200 employees