Wealth Management Client Associate at Sanctuary Wealth Group LLC

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

70000.0

Posted On

07 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Attention To Detail, Written Communication, Verbal Communication, Service Orientation, Reliability, Accountability, Emotional Presence, Client Relationship Building, Bilingual, Client Interaction, Financial Planning, Portfolio Management, CRM Systems, Account Administration, Documentation

Industry

Financial Services

Description

Description Valorous Advisors Plano, TX (On-Site, Mon-Fri) Salary Range: $60,000 - $70,000 base salary + bonus + benefits About Us - Valorous Advisors is a boutique wealth management firm dedicated to delivering highly personalized, advice-driven financial guidance to a select group of families and business owners. Our work is rooted in long-term relationships, thoughtful planning, and disciplined execution. We pride ourselves on exceptional client service, operational excellence, and a collaborative team environment where integrity, accountability, and care for our clients come first. Position Overview - The Wealth Management Client Associate plays a critical role in supporting our wealth management advisors and serving as a primary point of contact for many client interactions. This role is ideal for someone who thrives in a client-facing, detail-oriented environment and values long-term relationship building. While prior wealth management experience is welcomed, it is not required. We are equally interested in candidates from adjacent professional services backgrounds who bring strong communication skills, empathy, reliability, and a service-oriented mindset. Licensing is not required on day one, but candidates interested in professional growth within the industry will be supported. Responsibilities · Serve as a primary point of contact for wealth management clients, delivering timely, professional, and high-touch service · Respond promptly to client inquiries and follow through on requests with accuracy and care · Support advisors in preparing for client meetings, including updating financial plans, portfolio reviews, and meeting materials · Coordinate client meetings, prepare agendas, and ensure all relevant documentation is complete and up to date · Document client interactions, meeting notes, and follow-up tasks accurately within the firm’s CRM and planning systems · Assist with account administration, including account openings, transfers, money movement, and general servicing needs · Maintain accurate client records, financial data, and documentation across planning, portfolio, and custodial platforms · Execute post-meeting follow-ups and ensure all client action items are completed in a timely manner · Utilize firm technology and workflows to manage tasks efficiently and support operational excellence · Adhere to firm policies, compliance standards, and confidentiality requirements while supporting ongoing professional development Requirements Preferred Experience Ideal Candidate: Strong organizational skills and attention to detail Excellent written and verbal communication skills Professional, warm, and service-oriented demeanor Ability to manage multiple priorities in a fast-paced, client-focused environment High degree of reliability, accountability, and emotional presence Desire to build long-term relationships with clients and grow within a team Bilingual – Spanish speaking Preferred Experience but not required: Experience in wealth management, banking, trust services, insurance, accounting, or other professional services Exposure to client-facing roles in high-touch service environments Interest in pursuing professional licenses or credentials over time Benefits & Compensation Competitive base salary with bonus potential Paid time off and paid holidays Health, life, and disability insurance Retirement plan with employer contributions Profit sharing opportunities Support for professional development and continuing education Why Join Our Team? This is an opportunity to join a close-knit, values-driven team where your work directly impacts clients’ financial lives. We are committed to hiring people who care deeply about service, integrity, and long-term relationships—and who want to grow alongside the firm.

Responsibilities

The Wealth Management Client Associate serves as a primary point of contact for clients, ensuring timely and professional service. Responsibilities include supporting advisors, coordinating meetings, and maintaining accurate client records.