What are the responsibilities and job description for the Director, Wealth & Financial Planning position at Sanctuary Wealth?
Description
Director, Wealth Advisor & Financial PlannerGainline Financial Partners Location: Louisville, CO (In-Office)
Total Compensation Potential: $140,000 - $175,000 | Base Performance Incentives
About Us - We're an independent wealth management firm located in Louisville, CO currently experiencing strong, intentional growth and are continuing to build a collaborative, relationship-first team.
Position Overview - We are seeking a Wealth Advisor & Financial Planner to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, financial planning execution, and firm-wide service delivery.
Position Summary - This is a dual-focused role combining firm-wide financial planning responsibilities with direct client advisory work. The individual will serve as lead advisor on a defined set of client relationships while also contributing to planning work across the broader client base. The position offers flexibility in long-term career path: some individuals may grow into a senior advisor role, while others may choose to remain a highly compensated, planning- and service-focused advisor long term.
Responsibilities
Preferred Experience
Additional Benefits
Director, Wealth Advisor & Financial PlannerGainline Financial Partners Location: Louisville, CO (In-Office)
Total Compensation Potential: $140,000 - $175,000 | Base Performance Incentives
About Us - We're an independent wealth management firm located in Louisville, CO currently experiencing strong, intentional growth and are continuing to build a collaborative, relationship-first team.
Position Overview - We are seeking a Wealth Advisor & Financial Planner to join our growing advisory team. This role is designed for an experienced, client-centric professional who enjoys being deeply involved in client relationships, financial planning execution, and firm-wide service delivery.
Position Summary - This is a dual-focused role combining firm-wide financial planning responsibilities with direct client advisory work. The individual will serve as lead advisor on a defined set of client relationships while also contributing to planning work across the broader client base. The position offers flexibility in long-term career path: some individuals may grow into a senior advisor role, while others may choose to remain a highly compensated, planning- and service-focused advisor long term.
Responsibilities
- Client Relationships & Lead Advisory (directly tied to retention & service excellence incentives)
- Serve as lead advisor for a defined group of clients, owning the relationship and planning experience end-to-end
- Deliver a consistently high-quality client experience, measured against firm service standards and client retention targets
- Coordinate and lead client reviews, scheduling, and ongoing communication
- Manage day-to-day client needs and follow-up with responsiveness and care
- Support senior advisors on a broader set of client relationships as needed
- Actively work to deepen client trust and satisfaction in ways that support long-term retention
- Relationship Growth & Revenue Development (directly tied to relationship growth override and referral incentives)
- Identify and act on opportunities to grow the value of relationships within your client base through expanded planning scope, additional assets, or new services
- Cultivate referrals through exceptional service and relationship depth; participate in converting referred prospects into clients
- Track and report on revenue trends within actively serviced relationships
- As tenure grows, take on an expanding set of defined client relationships with associated revenue responsibility
- Firm-Wide Financial Planning
- Serve as a key financial planning resource across the firm, supporting advisors and clients at various stages of the planning process
- Develop, maintain, and present comprehensive financial plans including retirement, tax, estate, cash flow, and insurance analysis
- Help identify planning opportunities and proactively surface insights for advisor teams
- Contribute to the development of planning processes, templates, and best practices firm-wide
- Execution & Implementation
- Handle account openings, transfers, and client paperwork accurately
- Support implementation of planning recommendations
- Maintain meeting notes, action items, and workflows in firm systems
- Work closely with Advisors, Operations, and Portfolio team members
- Help identify ways to improve processes and the overall client experience
Preferred Experience
- CFP® designation (required or in progress)
- 5 years of experience in wealth management (Minimum 3 years of financial planning experience)
- Experience owning end-to-end client relationships and delivering financial plans independently
- Strong communication skills and comfort presenting to clients
- Organized, reliable, and comfortable owning responsibility across multiple workstreams
- Team-oriented mindset — willing to support wherever needed
- Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus
Additional Benefits
- 401(k) plan with Safe Harbor match
- Full employer-paid medical, dental, short-term disability, long-term disability, and life insurance for employee
- Ongoing professional development and continuing education support
- Paid vacation and flexible personal day policy, including remote work as needed