Wealth Management Client Associate

Join to apply for the Wealth Management Client Associate role at Sanctuary Wealth in Plano, TX (On‑Site, Mon‑Fri).

About Us – Valorous Advisors is a boutique wealth management firm delivering personalized financial guidance to families and business owners. We focus on long‑term relationships, thoughtful planning, and disciplined execution.

The Wealth Management Client Associate supports advisors and serves as the primary contact for many client interactions. Ideal for those who thrive in a client‑facing, detail‑oriented environment and value long‑term relationship building. Prior wealth‑management experience is welcomed but not required; we also welcome candidates from adjacent professional services backgrounds.

• Serve as the primary point of contact for wealth‑management clients, delivering timely, high‑touch service.
• Respond promptly to client inquiries and follow through on requests accurately and carefully.
• Assist advisors in preparing for client meetings, including updating financial plans, portfolio reviews, and meeting materials.
• Coordinate client meetings, prepare agendas, and ensure all relevant documentation is complete and up to date.
• Document client interactions, meeting notes, and follow‑up tasks accurately within the firm’s CRM and planning systems.
• Assist with account administration, including account openings, transfers, money movements, and general servicing needs.
• Maintain accurate client records, financial data, and documentation across planning, portfolio, and custodial platforms.
• Execute post‑meeting follow‑ups and ensure all client action items are completed in a timely manner.
• Utilize firm technology and workflows to manage tasks efficiently and support operational excellence.
• Adhere to firm policies, compliance standards, and confidentiality requirements while supporting ongoing professional development.

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Professional, warm, and service‑oriented demeanor.
• Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
• High degree of reliability, accountability, and emotional presence.
• Desire to build long‑term relationships with clients and grow within a team.
• Bilingual – Spanish speaking (preferred).
• Experience in wealth management, banking, trust services, insurance, accounting, or other professional services (preferred).
• Exposure to client‑facing roles in high‑touch service environments.
• Interest in pursuing professional licenses or credentials over time.

• Competitive base salary with bonus potential.
• Paid time off and paid holidays.
• Health, life, and disability insurance.
• Retirement plan with employer contributions.
• Profit‑sharing opportunities.
• Support for professional development and continuing education.

This is an opportunity to join a close‑knit, values‑driven team where your work directly impacts clients’ financial lives. We are committed to hiring people who care deeply about service, integrity, and long‑term relationships, and who want to grow alongside the firm.

Salary Range: $60,000 – $70,000 base + bonus + benefits.