About this role
Wealth Management Associate (Advisor Track) at Sanctuary Wealth Group LLC. Location: Louisville, Colorado, United States. Role: serving clients, planning support, executing tasks Requirements: Client-service focus with planning support; 2–3 years in financial services; on-site in Louisville, CO; strong communication and organization. Category: Finance and Accounting Seniority: Entry Level Tools: Advyzon, eMoney, Fidelity Wealthscape, Holistiplan, Microsoft Word, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English