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CFP-Track Associate Advisor - Client Planning Lead
Job in
Woodbury, Washington County, Minnesota, USA
Listed on 2026-08-22
Listing for:
Sanctuary Wealth
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
GFC Planning in Woodbury, Minnesota, seeks an Associate Advisor on the CFP track to support financial planning and client relationships within a planning-centric RIA. The role suits an advisor who has participated in planning and client meetings and is ready for greater responsibility in plan delivery and relationship management.
As part of a small team, you will contribute across planning, client service, and workflow optimization, gradually becoming the primary advisor for entrusted client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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