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Hybrid Senior Financial Planner & Client Strategist

Job in Minnetonka, Hennepin County, Minnesota, 55345, USA
Listing for: Sanctuary Wealth
Full Time position
Listed on 2026-04-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 110000 - 150000 USD Yearly USD 110000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Minnetonka, MN is looking for a Senior Financial Planner & Client Strategist to enhance client interactions and execute planning strategies. The ideal candidate will have over 5 years of advisory experience, focusing on affluent clients and complex projects. Responsibilities include leading planning discussions, developing comprehensive financial plans, and improving core processes.

This role offers a hybrid work environment, a base salary ranging from $110,000 to $150,000 plus benefits, in a flexible, high-trust workplace.
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Position Requirements
10+ Years work experience
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