
Hybrid Senior Financial Planner & Client Strategist
Sanctuary Wealth, Minnetonka, MN, United States
A financial advisory firm in Minnetonka, MN is looking for a Senior Financial Planner & Client Strategist to enhance client interactions and execute planning strategies. The ideal candidate will have over 5 years of advisory experience, focusing on affluent clients and complex projects. Responsibilities include leading planning discussions, developing comprehensive financial plans, and improving core processes. This role offers a hybrid work environment, a base salary ranging from $110,000 to $150,000 plus benefits, in a flexible, high-trust workplace.
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