Senior Client Associate at Sanctuary Wealth Group LLC

Carmel, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

100000.0

Posted On

06 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Service, Operational Responsibilities, Financial Advisors, Documentation Accuracy, Trade Orders, Process Improvements, Mentoring, Team Collaboration, Attention to Detail, Client Meetings, Regulatory Standards, Cash Flow Management, Account Changes, Time-Sensitive Transactions, Custodial Platforms

Industry

Financial Services

Description

Description Senior Client Associate Location: Carmel, IN (In-office) Experience: 5–8+ years of wealth management experience Pay Range: $80,000 – $100,000 base + 4% Annual Bonus & Discretionary Firm Bonuses Join Our Team at Cooke Financial Group At Cooke Financial Group, you’ll be part of a nationally recognized wealth management firm with deep roots and a forward-thinking culture. Since 1969, our mission has been to help clients achieve financial peace of mind through objective, fiduciary advice - a commitment reflected in how we partner with clients and how we invest in our people. We believe exceptional results aren’t driven by titles or industry pedigree alone - they come from curiosity, collaboration, and character. Whether you’re just starting your career or ready for a meaningful next step, Cooke Financial Group offers a supportive environment where your efforts are visible and your growth is valued. About the Role - The Senior Client Associate (CA) is a key member of Cooke Financials' advisor support team, serving as the operational and relationship backbone of a pod-based advisor structure. This role is designed for a high-performing professional who thrives in a fast-paced environment, takes ownership of complex client work, and enjoys mentoring and elevating others on the team. Senior CAs partner closely with Financial Advisors and junior support staff to ensure exceptional client service, flawless execution, and strong internal collaboration. While this role includes administrative and operational responsibilities, the emphasis is on handling higher-risk, more complex client needs and serving as a steady, trusted point of contact. Your Role & Responsibilities Serve as a primary support partner to Financial Advisors Manage complex and sensitive client requests, including cash flow instructions, account changes, and time-sensitive transactions Prepare, process, and review client documentation with a high level of accuracy and urgency Enter and review trade orders in collaboration with Advisors Actively prepare for and occasionally participate in client meetings; follow through on post-meeting action items Maintain accurate client records and ensure adherence to firm and regulatory standards Proactively identify process improvements to enhance advisor capacity and client experience Provide guidance, training, and day-to-day support to administrative or entry-level team members within the pod Step in to support other Client Associates as needed, with a team-first mindset Requirements What Success Looks Like Advisors feel confident delegating meaningful work to you Clients experience timely, professional, and thoughtful service Junior team members rely on you as a resource and example Work is completed accurately, proactively, and with minimal follow-up Qualifications 5-8+ years of experience supporting Financial Advisors in a wealth management, RIA, or broker-dealer environment Demonstrated ability to independently manage complex client service and operational responsibilities with minimal oversight Active or ability to obtain SIE, Series 7, and Series 63 within six months (active licensing strongly preferred) Proven experience handling high-risk, time-sensitive client requests (i.e. cash movements, account changes, trading coordination) Strong working knowledge of account opening, maintenance, and service workflows across custodial platforms Exceptional attention to detail with a consistent track record of accuracy in client documentation and execution Why Join Cooke Financial: Base Salary Range: $80,000-$100,000 + 4% Annual Bonus & Discretionary Firm Bonuses 401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential 20 days PTO + Paid Holidays Full Benefits Package (medical, vision, dental, and life insurance) Continued career growth is supported and encouraged Access to top-tier industry talent & mentors Culture fit, attitude, and effort matter more than resumes

Responsibilities

The Senior Client Associate serves as a primary support partner to Financial Advisors, managing complex client requests and ensuring exceptional service. This role also involves mentoring junior team members and identifying process improvements.