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.
Open Positions
Financial Planner (Remote)
5-8 years of experience in financial planning or wealth management, CFP certification highly preferred, and experience with RightCapital and other financial planning platforms
Wealth Associate
1–5+ years of experience, Strong attention to detail, Comfort working in a structured role
Client Associate – Remote
4+ years of experience in wealth management, RIA, or financial services; registration preferred
Financial Advisor
5-7 years of experience, CFP certification, strong experience working with high-net-worth clients
Senior Client Associate
7-15 years of experience as a Client Associate, Client Service Manager, or similar role in wealth management, strong operational background, and excellent relational and communication skills
Temporary Contract Client Associate (Transition Support)
5-15+ years of experience, prior transition support experience preferred, strong familiarity with custodial platforms
Wealth Management Client Service Associate
1-3 years of experience in financial services, strong communication skills, and attention to detail required
Financial Planner / Associate Advisor
A minimum of 3 years’ experience in the financial services industry. CFP® or CFP® Candidate preferred
Associate Financial Advisor
4+ years of experience in wealth management or financial planning, CFP designation, and strong communication skills
Senior Accountant
Bachelor's degree, 2+ years' experience in the independent financial services space, proficiency with computers, high level of efficiency and accuracy
+15 More Jobs Available!
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