Client Associate (wealth Management)

Sanctuary Wealth

Minnetonka, MN, US
Base: $75,000-$95,000 annual salary equivalent; bo...
Onsite
Client onboarding
Account maintenance
Compliance standards
Join a firm that values personal, relationship-driven wealth management

Job Summary

  • Join a firm that values personal, relationship-driven wealth management.
  • Support clients through onboarding and account maintenance with accuracy and attention to detail.
  • Work in a flexible, collaborative environment with a focus on client experience.

Matching Summary

Join a firm that values personal, relationship-driven wealth management.

Salary

Base: $75,000-$95,000 Annual Salary Equivalent; Bonus/Equity: Discretionary Bonus Potential; Benefits: Medical, dental, vision, 401(k) with 3% safe harbor contribution

Skills & Requirements

Must-have

  • Client onboarding
  • Account maintenance
  • Compliance standards

Nice-to-have

  • Flexibility
  • Proactive communication
  • Client-centric mindset

Key Requirements

  • 4+ years of Wealth Management Experience
  • Custodial platform experience (Schwab, Fidelity, or equivalent)
  • Strong written and phone communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter