Client Associate – Remote
Sanctuary WealthUnited States
Posted January 23, 2026
70000 - 100000 USD
Full Time
About the Company
Our mission is simple: we help clients make confident financial decisions. We believe in building a better experience, simplifying complexity, and serving with excellence.
Job Description
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 client experience.
Requirements
- Several years of experience (4+) in wealth management, RIA, or financial services
- Experience as a Client Associate, Senior Client Associate, or similar role
- Registration preferred (Series 7/63 or 66)
- Deep familiarity with custodial platforms (Fidelity strongly preferred)
- Highly organized, detail-oriented, and proactive
- Comfortable working independently
- Confident but collaborative communication style
Benefits
- Benefits package