(Part-Time) Wealth Management Client Associate at Sanctuary Wealth Group LLC

Raleigh, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

50000.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Organizational Skills, Attention To Detail, Communication, Financial Services, Wealth Management, Compliance, CRM Tools, Microsoft Office, Team Collaboration, Client Events Coordination, Data Management, Performance Reporting, Account Management, Relationship Building, Fiduciary Values

Industry

Financial Services

Description

Description Part-Time Wealth Management Client Associate Location- Raleigh, NC Schedule: Approx. ~25 hours/week Compensation: $50,000 annualized (pro-rated for 25 hrs/week) About Jackson Hill & Fish At Jackson Hill & Fish Private Wealth Advisors , we believe in delivering one-to-one, boutique client experiences — offering clarity, comfort, and control to busy executives, business owners, and multigenerational families. We are proud to operate as a true fiduciary, independent from large firm constraints—allowing our clients to benefit from transparency, tailored strategies, and a deeply relationship-driven process. As a small, high-touch advisory practice with nearly 20 years in operation, we do fewer things, but we do them exceptionally well. We are not for everyone — we partner with clients who seek depth, trust, and lasting relationships. Position Overview The Part-Time Client Associate supports our mission by being a reliable, polished, and client-focused liaison between our advisory team and clients. You’ll help ensure operational excellence and elevate client satisfaction — enabling our advisors to focus on strategic planning and relationship growth. This role offers flexibility, meaningful work, and room to grow—ideal for someone who values quality over quantity and thrives in a boutique, collaborative environment. Key Responsibilities · Act as a professional first point of contact for clients via phone, email, and in-person when needed, delivering service that reflects our boutique values. · Support account opening, transfers, money movement, and general maintenance requests, coordinating with custodians and internal teams. · Prepare client meeting materials, performance reports, and planning documents. · Maintain and update client data in CRM, portfolio systems, and documentation files. · Assist with compliance tasks: file/document tracking, disclosures, record-keeping. · Help coordinate client events, onboarding experiences, and outreach initiatives. · Collaborate with the advisory team to streamline processes and enhance client service workflows. Qualifications & Experience · 2+ years in financial services, preferably in wealth management, advisory, or private banking. · Familiarity with custodial operations, transfers, and money movement. · Strong organizational skills, attention to detail, and the ability to manage multiple tasks in a small-team setting. · Excellent written and verbal communication — you should be comfortable representing the firm outwardly. · Proficiency with Microsoft Office; experience with CRM / portfolio / planning tools (e.g. Orion, Redtail, eMoney) is a plus. · Professionalism, discretion, and a client-first mindset aligned with fiduciary values. · Licensing (Series 7, 66, or Investment Advisor licenses) is welcomed but is not required. Requirements Why You’ll Want to Work Here · Boutique, high-impact role – You won’t be a cog in a machine. Your work is visible, valued, and meaningful. · Flexible hours & part-time schedule – Balance work with life, while contributing to a mission-driven firm. · Competitive compensation + incentive potential – Your productivity and care will be rewarded. · Growth opportunity – As we expand, there’s room for more responsibility, client-facing work. · Culture of trust & integrity – You’ll work alongside seasoned advisors dedicated to doing what's best for our clients. · Client-centric environment – You’ll contribute to preserving our promise of clarity, comfort, and control for our clients.

Responsibilities

The Part-Time Client Associate acts as a professional first point of contact for clients, ensuring operational excellence and elevating client satisfaction. This role involves supporting account management tasks and collaborating with the advisory team to enhance client service workflows.