Associate Advisor (CFP Track) — In-Office Client Planning

Sanctuary Wealth Group LLC; Woodbury (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

GFC Planning is seeking an Associate Advisor on the CFP track to support comprehensive financial planning and client relationships within a planning-centric RIA in Woodbury, MN. This role is ideal for an advisory professional who has already participated in planning and client meetings and is ready for greater responsibility.

As a member of a small and growing team, you'll contribute across planning, client service, operations, and practice support while gradually becoming the primary advisor

Qualifications

• 2-5+ years of experience in a planning-centric RIA or similar financial planning environment.

Responsibilities

• Participate in discovery, planning, annual reviews, and follow-up meetings with the Lead Advisor.

Skills

CFP designation

Strong communication

Attention to detail

Manage multiple priorities

Client meetings experience

Education

Bachelor’s degree in finance or financial planning

CFP in progress or designation

Tools

CRM systems

eMoney or planning software

Job description

GFC Planning is seeking an Associate Advisor on the CFP track to support comprehensive financial planning and client relationships within a planning-centric RIA in Woodbury, MN. This role is ideal for an advisory professional who has already participated in planning and client meetings and is ready for greater responsibility.

As a member of a small and growing team, you'll contribute across planning, client service, operations, and practice support while gradually becoming the primary advisor