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Associate Advisor; CFP Track In-Office Client Planning

Job in Woodbury, Washington County, Minnesota, USA
Listing for: Sanctuary Wealth Group LLC
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Associate Advisor (CFP Track) — In-Office Client Planning

GFC Planning is seeking an Associate Advisor on the CFP track to support comprehensive financial planning and client relationships within a planning-centric RIA in Woodbury, MN. This role is ideal for an advisory professional who has already participated in planning and client meetings and is ready for greater responsibility.

As a member of a small and growing team, you'll contribute across planning, client service, operations, and practice support while gradually becoming the primary advisor

Consider building your career as a Associate Advisor (CFP Track) — In-Office Client Planning at Sanctuary Wealth Group LLC.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Associate Advisor (CFP Track) — In-Office Client Planning role in the description above.

Position Requirements
10+ Years work experience
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