CFP-Track Associate Advisor - Client Planning Lead

Sanctuary Wealth; Woodbury (MN); On-site; USD 75,000 - 110,000; Full time

Job summary

GFC Planning in Woodbury, Minnesota, seeks an Associate Advisor on the CFP track to support financial planning and client relationships within a planning-centric RIA. The role suits an advisor who has participated in planning and client meetings and is ready for greater responsibility in plan delivery and relationship management.

As part of a small team, you will contribute across planning, client service, and workflow optimization, gradually becoming the primary advisor for entrusted client

Qualifications

• SIE, Series 7, Series 65/66 FINRA licenses preferred.
• CFP designation, or actively pursuing CFP certification.
• Bachelor’s degree or equivalent professional background in finance or financial planning.
• Experience participating in client meetings and financial planning conversations.
• Excellent written and verbal communication skills with the ability to explain complex planning concepts simply.
• Ability to manage multiple priorities independently.

Responsibilities

• Participate in discovery, planning, annual review, and follow-up meetings alongside the Lead Advisor.
• Prepare meeting agendas, planning summaries, presentation materials, and follow-up documentation.
• Build trusted client relationships through proactive communication and consistently exceptional service.
• Maintain accurate client records, meeting notes, and workflows within the firm's CRM.
• Analyze client financial information and develop planning recommendations with the Lead Advisor.
• Coordinate implementation with clients, custodians, CPAs, attorneys, and other partners.
• Track planning recommendations through completion and maintain documentation.

Skills

SIE license

Series 7

Series 65/66

CFP designation

Education

Bachelor's degree in finance or related field

Tools

CRM systems

eMoney

Job description

GFC Planning in Woodbury, Minnesota, seeks an Associate Advisor on the CFP track to support financial planning and client relationships within a planning-centric RIA. The role suits an advisor who has participated in planning and client meetings and is ready for greater responsibility in plan delivery and relationship management.

As part of a small team, you will contribute across planning, client service, and workflow optimization, gradually becoming the primary advisor for entrusted client