Wealth Management Assistant (Entry-Level) en Sanctuary Wealth Group LLC

Description

 Job description — Wealth Management Assistant (Entry-Level)

Location: Raleigh, NC (in-office)

Type: Full-time

Salary: $55,000 – $65,000

Bonus: Up to 5% annual discretionary bonus

Vacation: 15 days of PTO 

About Us - RHA Wealth is a client-first wealth management team based in Raleigh focused on delivering highly personalized financial planning and investment services. We’re hiring an entry-level Wealth Management Assistant who will run front-office operations, support client hospitality, and grow into a Wealth Management Associate role over time.

Position Summary - This is an in-office, hands-on role for someone with ~1 year of office/financial services experience who wants to build a career in wealth management. Primary responsibilities are front-office and client-facing (scheduling, hospitality, event support), with clear development into paraplanner/associate responsibilities (client service, account paperwork, basic plan prep) as skills grow.

Key Responsibilities

• Manage advisor calendars, schedule client meetings and conference calls, and coordinate meeting logistics.
• Provide warm, professional client hospitality (greeting clients, preparing meeting materials, in-office setup).
• Coordinate and support client events, office events, and occasional off-site meetings.
• Prepare and assemble client meeting packs, presentations, and follow-up materials.
• Assist with account paperwork, account opening, and routine processing under supervision.
• Maintain accurate client records in CRM and planning tools (data entry, file management).
• Learn and support advisor workflows — shadow client meetings and participate in training to grow into a Wealth Management Associate role.
• Perform other administrative duties as needed (phone coverage, mail, vendor coordination).

Requirements

 Qualifications

• 1+ year of professional experience (office admin, hospitality, client service, or financial services preferred).
• Strong communication and client-service orientation; polished phone and in-person manner.
• Highly organized, detail-oriented, and able to manage multiple calendars/tasks.
• Comfortable with in-office, team-based work (this role is not remote).
• Willingness to pursue securities licensing is strongly preferred (employer will support/encourage licensing — Series 7/65/66 or other firm-required licenses).
• Familiarity with CRMs and financial planning tools is a plus (eMoney, Wealthbox, Holistiplan experience preferred).
• Bachelor’s degree a plus but not required.

What We Offer

• Competitive base salary within the $55–65k range and up to 5% bonus.
• 3 weeks paid vacation + paid company holidays.
• Professional development and licensing support (paid study time/fees as applicable).
• Collaborative, client-centered team culture in our Raleigh-based office.