Wealth Planner presso Sanctuary Wealth

Description

Wealth Planner

Location: Moorestown, NJ (Monday–Friday, in-office)

*Do Not Apply if You Cannot Reliably Commute to Moorestown, NJ

About Ausperity Private Wealth

Founded in 2021, Ausperity Private Wealth is a fast-growing independent wealth management firm with a dynamic team of experienced advisors based in Moorestown, NJ. Our mission is to guide individuals and families—especially pre-retirees and high-income millennials—toward smarter financial decisions through tax-efficient wealth planning. With over four decades of combined experience, we deliver tailored strategies focused on long-term prosperity, leveraging best-in-class resources while remaining agile and client-centric.

Position Overview: We are seeking a Wealth Planner with 2–5 years of industry experience to support client service and business growth. You'll play a critical role in delivering our high-touch, planning-focused model through client relationship management, account operations, and ongoing communication. 

Required Qualifications

• 1–3 years in a client service/support role within wealth management
• Familiarity with eMoney—or desire to quickly gain proficiency
• Experience with custodial platforms; Fidelity experience is a plus
• Organized, detail-oriented, and proactive
• Strong written and verbal communication skills
• Team player with a collaborative mindset and culture fit focus

Key Responsibilities

• Act as a main contact for client inquiries and relationship management
• Assist Lead Advisors in preparing for and following up on client meetings
• Handle account opening, transfers, and maintenance (Fidelity platform preferred)
• Support onboarding new clients, ensuring an efficient transition
• Maintain financial plans and data within eMoney (or similar tools)
• Monitor client accounts for service needs and rebalancing opportunities
• Generate client reports, meeting summaries, and CRM tasks
• Coordinate internally to ensure seamless client service delivery

Requirements

Preferred (Not Mandatory) - Series 65 license (or willingness to obtain within 3 months)

Why Join Ausperity?

• Join a young, energetic, and enthusiastic team driven by accountability and integrity
• Contribute to a firm that values planning-centric, tax-smart, and holistic financial advice across life stages 
• Grow with experienced leaders, recognized for excellence and independent advisory strength 
• Receive support for professional development, with an emphasis on mentorship, learning, and advancement in a boutique setting

What You’ll Gain

• Competitive compensation - range $70k–$90k + 10% Annual Bonus
• Regular in-office engagement, fostering team connection Monday–Friday
• Exposure to comprehensive planning, client engagement, and portfolio operations
• Incredible Mentorship opportunities and real exposure to client-facing planning initiatives