What are the responsibilities and job description for the Financial Advisor position at Sanctuary Wealth?
Description
Financial Advisor
Location: Carmel, IN (In-office)
Experience: 5 years
Credential: CFP® Designation
Pay Range: Competitive base salary plus bonus and commission structure
Firm: Evans May Wealth
Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration.
About the Role - Evans May Wealth is seeking an experienced Financial Advisor to join our growing firm and manage existing client relationships and referrals. This is not a cold calling or purely prospecting driven role. The primary focus is high-quality client management, planning execution, and relationship deepening. In addition to managing inbound opportunities, this role includes targeted business development efforts such as cultivating centers of influence (COIs), participating in firm-sponsored growth initiatives, and selectively growing the firm’s client base.
This opportunity is ideal for an advisor who thrives in a collaborative environment, values precision and follow-through, and wants to spend the majority of their time delivering thoughtful, high-quality advice to clients.
Your Role & Responsibilities
What We’re Looking For:
Financial Advisor
Location: Carmel, IN (In-office)
Experience: 5 years
Credential: CFP® Designation
Pay Range: Competitive base salary plus bonus and commission structure
Firm: Evans May Wealth
Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration.
About the Role - Evans May Wealth is seeking an experienced Financial Advisor to join our growing firm and manage existing client relationships and referrals. This is not a cold calling or purely prospecting driven role. The primary focus is high-quality client management, planning execution, and relationship deepening. In addition to managing inbound opportunities, this role includes targeted business development efforts such as cultivating centers of influence (COIs), participating in firm-sponsored growth initiatives, and selectively growing the firm’s client base.
This opportunity is ideal for an advisor who thrives in a collaborative environment, values precision and follow-through, and wants to spend the majority of their time delivering thoughtful, high-quality advice to clients.
Your Role & Responsibilities
- Manage and grow relationships with high-net-worth clients provided by the firm
- Lead comprehensive financial planning engagements
- Serve as the primary relationship manager for assigned clients and prospects
- Identify, solicit, and maintain relationships with high-net-worth individuals, families, and business owners
- Represent the firm through thought leadership, client events, and community involvement
- Partner closely with operations and support staff to deliver a seamless client experience
- Identify additional planning opportunities within existing client relationships
- Participate in some business development, though the role is primarily focused on existing client relationships
- Uphold the firm’s high standards for execution, accuracy, and responsiveness
What We’re Looking For:
- 5 years of experience as a Financial Advisor
- CFP® designation (required)
- Strong experience working with HNW clients
- Exceptional attention to detail and follow-through
- Ability to manage complexity while delivering a white-glove client experience
- Cultural alignment: collaborative, accountable, client-first mindset
- Base salary incentive compensation
- Base salary could range anywhere from $150,000-$250,000 [depending on experience, knowledge, designations, book of business to transfer]
- Health, dental, vision, and life insurance
- 5% 401(k) match 2% profit-sharing
- 20 days PTO 10 paid holidays
- A culture that values focus during the workday - and balance after hours
Salary : $150,000 - $250,000