Financial Planner at Sanctuary Wealth Group LLC

Southbury, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

140000.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Discovery, Data Organization, Scenario Modeling, Communication, Presentation Skills, e-Money Software, Tax-Aware Strategies, Risk Management, Multi-Generational Planning, Investment Analysis, Insurance Analysis, Estate Planning, Collaboration, Process Optimization

Industry

Financial Services

Description

Description Position: Financial Planner (CFP Required) Location: Southbury, CT (Onsite) Employment Type: Full-Time Compensation - $100,000-$140,000 + Bonus Opportunity **Please do not apply if you are not able to reliably commute to Southbury, CT at the time of submitting your application** About Us - At Green Wealth Management Group, our mission is to provide positive, life-altering advice to our clients and community. As an independent advisory firm serving successful individuals, families, and business owners, we design financial strategies that are comprehensive, tailored and strategic. As our business expands, we are seeking a highly skilled and credentialed (active CFP® designation) to serve as our internal Financial Planner to lead financial planning creation and delivery to the firm’s growing client base. Position Summary - This role will focus exclusively on planning - without a sales requirement or relationship management book - allowing you to operate at the top of your license. The ideal candidate is a strong communicator who excels at client discovery, data organization, modeling, and presenting clear and actionable planning strategies. Key Responsibilities Financial Planning & Client Discovery Lead planning process for new clients - from discovery through delivery Conduct plan input and scenario modeling using e-Money (primary system) Analyze financial documents including investment statements, insurance, liabilities, and estate documents Prepare and explain recommendations using clear, client-friendly language Plan Presentation & Collaboration Present planning strategies in partnership with lead advisors Support advanced planning opportunities; including tax-aware strategies, income distribution, charitable giving, risk management, and multi-generational designs Interface closely with internal insurance advisor to integrate protection solutions Process Optimization Maintain accuracy and data integrity within planning systems Proactively identify opportunities for deeper planning engagement Continue to enhance efficiency of planning workflows as we scale Requirements Required Qualifications · CFP® designation · Active FINRA Series 65 or equivalent · 3+ years of direct financial planning experience · Proficient in e-Money planning software · Strong communication and client-facing presentation skills Preferred Qualifications · Experience supporting multiple advisors simultaneously · Exposure to HNW/UHNW planning · Bachelor’s degree in Finance, Accounting, or related field

Responsibilities

The Financial Planner will lead the financial planning process for new clients, focusing on discovery through delivery. This role emphasizes planning without sales requirements, allowing the planner to operate at the top of their license.