Wealth Management Advisor at Sanctuary Wealth Group LLC

Danville, California, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jan, 26

Salary

115000.0

Posted On

13 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Acquisition, Investment Strategies, Retirement Planning, Tax Planning, Estate Planning, Interpersonal Skills, Communication Skills, Analytical Skills, Attention to Detail, Microsoft Office Suite, CRM Software, eMoney, MoneyGuide Pro, WealthBox, Salesforce

Industry

Financial Services

Description

Description Wealth Management Advisor Location: Danville, CA Job Type: Full-Time (in office) Income: Base ($85k-$115k + commission | typical 1st year total comp, $100k-$150k) **PLEASE DO NOT APPLY if you are not able to reliably commute to Danville, California at the time of submitting your application** About Us Quorum Private Wealth is a wealth management and financial planning firm based in Danville, CA offering financial services, asset management and customized advisory services to high-net-worth individuals, families, institutions, and corporations. The firm oversees approx. $1.3 billion of client assets. Quorum launched April 30, 2021 following the founders’ long tenure at Merrill Lynch. We transitioned to independence by partnering with Sanctuary Wealth, to help provide an enhanced platform, best-in-class client solutions and support in running our business. Our firm is focused on providing proactive client experience, best-in-class investment strategies and financial planning and education. We look to “manufacture time” for our clients through simplification, optimization and organization, so they can get back to doing the things they love. Quorum Private Wealth is proud to be recognized on the 2025 Forbes | SHOOK Research Top RIA Firms list, a prestigious ranking that highlights the nation’s leading registered investment advisory firms for their commitment to excellence, client service, and industry expertise. Position Overview As a Financial Advisor, you will work closely with clients to understand their financial goals, provide tailored advice, and help them make informed investment and planning decisions. This is a great opportunity for experienced professionals looking to build a rewarding career in financial services. Responsibilities · Building and maintaining strong, trust-based relationships with clients · Prospecting, client acquisition and revenue growth · Conducting financial planning sessions to assess client goals and current financial situations · Developing customized investment strategies and assisting with retirement, education, tax, and estate planning · Staying informed on financial markets, products, and regulations · Collaborating with senior advisors and internal teams to support client needs · Maintaining compliance with all financial industry regulations and ethical standards Requirements Qualifications Bachelor’s degree in Finance, Business, Economics, or related field 1–7 years of experience in financial services and advising FINRA Series 7 and 66 Experience with financial planning (eMoney, MoneyGuide Pro, etc.) and CRM software (WealthBox, Salesforce) (Preferred, not required) Insurance license (Preferred) Certified Financial Planner® designation Proficiency with Microsoft Office Suite (Outlook, Excel, Word) Strong interpersonal and communication skills Analytical mindset with attention to detail Preferred AttributesCertified Financial Planner® designationExperience with financial planning (eMoney, MoneyGuide Pro, etc.) and CRM software (WealthBox, Salesforce)Insurance licenseStrong interpersonal and communication skillsAnalytical mindset with attention to detail What We Offer $85k-$115k, base salary + commission structure Unlimited PTO after 6 months of employment (subject to management approval) Health, dental, vision and life insurance 401(k) with 5% company match Licensing and continuing education support Company provided laptop

Responsibilities

As a Wealth Management Advisor, you will build and maintain strong relationships with clients while providing tailored financial advice. You will conduct financial planning sessions and develop customized investment strategies to help clients achieve their financial goals.