Associate Financial Advisor at Sanctuary Wealth Group LLC

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

110000.0

Posted On

02 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationships, Financial Planning, Communication Skills, Organizational Skills, Team-Oriented Mindset, Planning Execution, Service Delivery, Client Needs Management, Account Management, Process Improvement, eMoney, Fidelity Wealthscape, Holistiplan, Relationship Management, Client Service, Financial Analysis

Industry

Financial Services

Description

Description Position - Associate, Financial Advisor Firm - Gainline Financial Partners Louisville, CO Salary Range: $90,000 - $110,000 base (commensurate with experience) + 100% employer funded benefits In-Office About Us - We’re an independent Registered Investment Advisor wealth management firm experiencing strong, intentional growth and are continuing to build a collaborative, relationship-first team. Our team approach is grounded in comprehensive financial planning, and long-term client relationships Position Overview - We are seeking an Associate Financial Advisor to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, planning execution, and service delivery - without immediate pressure to prospect or build a book. This is a relationship-oriented service advisor role, with the opportunity to gradually assume primary ownership of client relationships over time. The position offers flexibility in long-term career path: some individuals may grow into a lead advisor role, while others may choose to remain a highly compensated, planning- and service-focused advisor long term. Responsibilities · Client Relationships & Service o Serve as a primary point of contact for a group of clients o Manage day-to-day client needs, service requests, and follow-up o Coordinate reviews, scheduling, and ongoing communication o Ensure clients receive timely, thoughtful, and consistent service · Planning & Advisor Support o Prepare for and participate in client meetings o Assist with financial planning updates, analysis, and implementation o Maintain meeting notes, action items, and workflows in firm systems o Gradually take on more independent planning responsibilities over time o Work closely with Advisors, Operations, and Portfolio team members · Execution & Implementation o Handle account openings, transfers, and client paperwork accurately o Support implementation of planning recommendations o Help identify ways to improve processes and the client experience Requirements Preferred Experience · CFP® designation (or strong planning experience) · 4+ years of experience in wealth management or financial planning · Client-facing experience and strong communication skills · Organized, reliable, and comfortable owning responsibility · Team-oriented mindset — willing to help wherever needed · Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus Compensation & Benefits CFP® professional associate role with defined advisor-track progression. Compensation reflects current responsibility, with clear upside tied to readiness and expanded client ownership. · Base salary: $90,000–$110,000, commensurate with experience and role scope. o Salary progression to be laid out in line with development path. · Incentive Compensation: additional incentive compensation equal to ~10% of base salary for on target performance and attainment of team and personal goals · 401(k) plan · Full employer paid medical, dental, short term disability, long term disability, and life insurance benefits · Ongoing professional development and continuing education support · Paid vacation and flexible personal day policy, including remote work as needed Why Join Our Team? At Gainline, we believe lasting financial success is built on clarity, trust, and a long-term perspective. As a fiduciary firm, we provide personalized, fee-based financial planning that simplifies decisions, reduces complexity, and aligns wealth with what matters most to clients. Joining our team means working collaboratively in a supportive environment where your expertise directly impacts families’ lives, multi-generational planning is valued, and thoughtful, service-focused client relationships are at the heart of everything we do. We prioritize professional growth, meaningful work, and a culture of integrity, making Gainline a place where you can grow your career while making a tangible difference.

Responsibilities

The Associate Financial Advisor will serve as the primary point of contact for clients, managing their day-to-day needs and ensuring consistent service. They will also assist in financial planning and gradually take on more independent responsibilities over time.