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
Client Associate – Remote
4+ years of experience in wealth management, RIA, or financial services; registration preferred
Senior Accountant
Bachelor's degree, 2+ years' experience in the independent financial services space, proficiency with computers, high level of efficiency and accuracy
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
Senior Client Associate
5-8+ years of experience in wealth management, SIE, Series 7, Series 63, and strong attention to detail
Financial Advisor
5-7 years of experience, CFP certification, strong experience working with high-net-worth clients
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
Wealth Management Client Associate
Strong organizational skills, excellent written and verbal communication skills, and a professional demeanor are required. Experience in wealth management, banking, trust services, insurance, accounting, or other professional services is preferred
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