What are the responsibilities and job description for the Wealth Planner position at Sanctuary Wealth?
Description
The Opportunity
Valorous Advisors is looking for an experienced and dedicated Certified Financial Planner (CFP®) to join our team in Plano, TX. This is not a sales role—you’ll focus on delivering expert financial planning and wealth management services to clients. The position is in-office and offers the chance to develop deep client relationships along with a high earning potential without sales quotas.
PLEASE DO NOT APPLY, if you are not able to reliably commute to Plano, Texas at the time of submitting your application.
What You Bring
Responsibilities
Client Engagement - Build and maintain strong, trust-based relationships & understand each client’s unique financial goals and needs.
Financial Planning & Wealth Management - Create and implement comprehensive, customized financial plans & provide advice on investment strategies, asset allocation, and portfolio management.
Specialized Planning: Risk Management: Align portfolios with client risk tolerance / Retirement Planning: Develop strategies for income generation and asset preservation. / Estate Planning: Provide guidance to manage and transfer wealth effectively.
Ongoing Insights - Stay informed on market trends and economic conditions & educate clients to make informed financial decisions.
Compliance & Ethics - Ensure all advice and actions align with regulatory standards and internal policies.
What We Expect From You
$95,000 - $150,000
The Opportunity
Valorous Advisors is looking for an experienced and dedicated Certified Financial Planner (CFP®) to join our team in Plano, TX. This is not a sales role—you’ll focus on delivering expert financial planning and wealth management services to clients. The position is in-office and offers the chance to develop deep client relationships along with a high earning potential without sales quotas.
PLEASE DO NOT APPLY, if you are not able to reliably commute to Plano, Texas at the time of submitting your application.
What You Bring
- Bachelor’s degree in Finance, Economics, Business, or a related field
- An active Certified Financial Planner (CFP®) designation in good standing
- Minimum 5 years of experience in wealth management or financial advisory
- Proficiency in financial planning tools/software
- Strong understanding of tax laws and regulations
- Strong analytical skills with attention to detail
- Excellent interpersonal and communication skills
- Spanish language fluency is a plus
- Ability to work independently and collaboratively
- Ongoing commitment to professional development
- Strong understanding of tax laws and regulations
- Competitive base salary (95k-150k) Bonus opportunities up to 25% of base salary
- Client retention bonus opportunities
- Health Insurance: Medical, dental, and vision (75% paid by employer for individual & family)
- Retirement: 401(k) with 3% Safe Harbor non-elective discretionary profit sharing
- Life Insurance: Company-paid coverage
- Disability Insurance: Short- and long-term coverage
- Time Off: Discretionary paid time off 10 paid federal holidays (NYSE schedule)
Responsibilities
Client Engagement - Build and maintain strong, trust-based relationships & understand each client’s unique financial goals and needs.
Financial Planning & Wealth Management - Create and implement comprehensive, customized financial plans & provide advice on investment strategies, asset allocation, and portfolio management.
Specialized Planning: Risk Management: Align portfolios with client risk tolerance / Retirement Planning: Develop strategies for income generation and asset preservation. / Estate Planning: Provide guidance to manage and transfer wealth effectively.
Ongoing Insights - Stay informed on market trends and economic conditions & educate clients to make informed financial decisions.
Compliance & Ethics - Ensure all advice and actions align with regulatory standards and internal policies.
What We Expect From You
- Client-Centric Approach: Deliver tailored, high-quality financial advice
- Professionalism: Uphold integrity, confidentiality, and ethics
- Performance: Meet defined objectives through exceptional client service
- Innovation: Seek ways to improve financial outcomes for clients
- Collaboration: Work with internal teams to deliver holistic solution.
$95,000 - $150,000
Salary : $95,000 - $150,000
