What are the responsibilities and job description for the Financial Advisor position at Sanctuary Wealth?
Description
About Us:
We are a thriving financial advisory practice specializing in helping empty nesters navigate key life transitions. Our mission is to guide clients through college planning, retirement readiness, real estate decisions, caring for aging parents, and more. We focus on delivering comprehensive financial solutions that balance today's realities with tomorrow's dreams.
https://prairiefirewealth.com/
Position Overview
We are seeking an experienced Financial Advisor to join our team. This role involves managing client relationships, overseeing investment portfolios, developing advanced financial and tax strategies, and providing tailored financial planning services. The ideal candidate is passionate about helping clients achieve clarity and confidence in their financial journeys with a keen focus on understanding our client’s values.
Key Responsibilities
Client Relationship Management:
Qualifications:
About Us:
We are a thriving financial advisory practice specializing in helping empty nesters navigate key life transitions. Our mission is to guide clients through college planning, retirement readiness, real estate decisions, caring for aging parents, and more. We focus on delivering comprehensive financial solutions that balance today's realities with tomorrow's dreams.
https://prairiefirewealth.com/
Position Overview
We are seeking an experienced Financial Advisor to join our team. This role involves managing client relationships, overseeing investment portfolios, developing advanced financial and tax strategies, and providing tailored financial planning services. The ideal candidate is passionate about helping clients achieve clarity and confidence in their financial journeys with a keen focus on understanding our client’s values.
Key Responsibilities
Client Relationship Management:
- Build and maintain strong, trust-based relationships with clients.
- Conduct regular reviews to assess goals, progress, and evolving needs.
- Communicate complex financial concepts in a clear, relatable manner.
- Develop customized financial plans addressing college funding, retirement readiness, and tax efficiency.
- Offer solutions for real estate transitions, philanthropy, business succession, and Social Security/Medicare planning.
- Support clients with caring for aging parents and advising adult children financially.
- Create and implement investment strategies aligned with client objectives and risk profiles.
- Monitor portfolio performance and recommend adjustments as needed.
- Develop and implement tax optimization strategies.
- Coordinate with CPAs or tax professionals on complex cases.
Qualifications:
- Bachelor’s degree in finance, economics, accounting, or a related field.
- 5 years experience in financial planning or advisory services with direct client interaction responsibilities.
- CFP®, CFA®, or CPA® designation (or progress toward certification) preferred.
- Strong understanding of investments, tax planning, and comprehensive financial planning.
- Excellent interpersonal and communication skills.
- Familiarity with financial planning, tax planning and retirement income software.
- Business development is NOT a key function of this role. The ideal candidate will be interested in working directly with clients and supporting the team’s vision of service and team-centered growth.