Associate Advisor

Sanctuary Wealth Group LLC•Woodbury, MN

88d•Onsite

About The Position

GFC Planning is seeking an Associate Advisor on the CFP® track to support comprehensive financial planning and client relationships within a planning-centric RIA. This role is ideal for an advisory professional who has already participated in financial planning and client meetings and is ready for greater responsibility in plan delivery, implementation, and relationship management. As a member of a small and growing team, you'll contribute across financial planning, client service, operations, and practice support while gradually becoming the primary advisor for client relationships entrusted to you. This is more than a support role, it's an opportunity to have meaningful involvement in client meetings, financial planning, and relationship management, with increasing responsibility as your experience and confidence grow.

Requirements

2-5+ years of experience at a planning-centric RIA or similar financial planning environment.
CFP designation, or actively pursuing CFP certification.
Bachelor’s degree or equivalent professional background in finance or financial planning.
Experience participating in client meetings and financial planning conversations.
Excellent written and verbal communication skills with the ability to explain complex planning concepts in simple language for clients.
High attention to detail, organization, and follow-through.
Ability to manage multiple priorities while working independently.
Proactive, resourceful working style with a bias for action and comfort taking ownership without waiting to be told.

Nice To Haves

SIE, Series 7, Series 65/66 FINRA licenses preferred.
Prior paraplanner, client service associate, or operations support experience within a small advisory team is a plus.
Familiarity with financial planning software such as eMoney or similar platforms.
Exposure to CRM systems.
Comfort using portfolio reporting, investment, and risk tools.
Experience preparing client meeting materials, planning summaries, implementation notes, prospect materials, or advisor follow-up items
Experience coordinating with CPAs, attorneys, custodians, and other outside professionals.

Responsibilities

Serve as the primary advisor for an assigned segment of client relationships, with the Founder providing support and oversight as appropriate.
Own the preparation, maintenance, and implementation follow-through for assigned client financial plans.
Deliver a consistently exceptional client experience through thoughtful meetings, proactive communication, and advice that reflects our commitment to clarity and confidence.
Demonstrate sound judgment by identifying planning opportunities, anticipating client needs, and knowing when to act independently and when to involve the Founder.
Take ownership of planning and service workflows, creating additional capacity for the Founder to focus on the firm's highest priorities.
Participate in discovery, planning, annual review, and follow-up meetings alongside the Lead Advisor.
Prepare meeting agendas, planning summaries, presentation materials, and follow-up documentation.
Build trusted client relationships through proactive communication and consistently exceptional service.
Maintain accurate client records, meeting notes, and workflows within the firm's CRM.
Analyze client financial information and develop planning recommendations alongside the Lead Advisor.
Build retirement, tax, investment, insurance, estate, cash flow, and education planning analyses using financial planning software.
Coordinate implementation with clients, custodians, CPAs, attorneys, insurance professionals, and other partners.
Track planning recommendations through completion while maintaining organized documentation.
Identify planning opportunities that improve client outcomes and strengthen relationships.
Support prospect meeting preparation and ongoing client relationship activities.
Assist in improving planning templates, workflows, client communications, and internal processes.
Help build scalable systems that enhance both the client and advisor experience.
Contribute wherever needed as part of a small, growing advisory team.