Wealth Associate at Sanctuary Wealth Group LLC

Carmel, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

75000.0

Posted On

05 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operational Partner, Client Service Requests, Client Onboarding, Asset Transfers, Client Reports, Record Maintenance, Workflow Monitoring, Detail-Oriented, Execution-Driven, Operational Excellence, Client Service, Microsoft Office, CRM Experience, Communication, Prioritization, Accuracy

Industry

Financial Services

Description

Description Wealth Associate Location: Carmel, IN (In-office, Mon-Fri) Updated Pay Range: $55,000 – $75,000 base + 10% bonus (bonus paid semi-annually) Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path. Your Role & Responsibilities Serve as a key operational partner supporting advisors and high-net-worth clients Process and complete client service requests with precision and urgency Manage client onboarding, account openings, and asset transfers end-to-end Prepare customized client reports and maintain accurate records Communicate professionally with clients via phone and email Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks Support advisors by anticipating needs and proactively solving issues Requirements What We’re Looking For 1–5+ years of experience in operations, client service, financial services, or a highly detail-driven environment Strong attention to detail and follow-through (this will be assessed during the interview process) Comfort working in a structured, execution-heavy role long-term Excellent written and verbal communication skills Ability to manage multiple priorities without sacrificing accuracy Proficiency in Microsoft Office (CRM experience a plus) Positive, professional demeanor with strong client-facing instincts **Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets. Why Evans May Wealth? Competitive base salary + 10% bonus opportunity Health, dental, vision, and life insurance 5% 401(k) match + 2% profit-sharing 20 days PTO + 10 paid holidays A culture that values focus during the workday - and balance after hours

Responsibilities

The role involves serving as a key operational partner, supporting advisors and high-net-worth clients by processing service requests, managing onboarding, and preparing customized client reports. Responsibilities also include monitoring workflows and proactively solving issues to ensure operational excellence.