Careers

Location: Des Moines, IA

Requirements:

• qualifications:

Salary Description: $

Location: Indianapolis, IN

Requirements:

•   
• knowledge, skills, and/or abilities:
• Strong project management experience with a proven history of delivering extraordinary results on time.
• Knowledge of, and ability to interpret and apply, insurance, broker/dealer, and investment advisor regulatory requirements.
• Strong knowledge of the Investment Advisors Act of 1940.
• Strong ability to work independently, as well as on a team.
• Excellent written and verbal communication skills. 
• Proficiency in Microsoft Office. 
• Professional demeanor that communicates Sanctuary’s values and beliefs.
• Exceptional organizational skills to meet deadlines and maintenance of Books and Records.
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• education and/or experience required
• Bachelors’ Degree. 
• Five plus years of financial industry experience required.
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• licenses/registrations required
• FINRA licensed SIE, 7, 63/65 or 66, and 24 are required. 
• Series 4 and 53 are additional licenses preferred.
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• salary: $105,000-$115,000 
• bonus: 15%

Salary Description: $105,000-$115,000

Location: Indianapolis, IN

Requirements:

• qualifications:
• skills:

Salary Description: $

Location: Danville, CA

Requirements:

• skills & qualifications:
• required:
• preferred:
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• pay: $75,000 - $85,000

Salary Description: $75,000 - $85,000

Location: Indianapolis, IN

Requirements:

• what we are looking for
• A friendly, people-oriented personality with a passion for delivering exceptional client experiences in a team environment.
• Strong verbal and written communication skills.
• Detail-oriented with great follow-through and the ability to manage multiple tasks efficiently, always looking to systematize, organize and improve.
• Proficiency in Microsoft Office, CRM technologies, and an eagerness to learn new technologies in the wealth management space.
• Experience with Wealthbox and E-Money
• 2-5 years’ experience in client service, financial services, banking, or administrative roles is a plus but not required.

Salary Description: $

Location: Indianapolis, IN

Requirements:

•   
• relevant experience:
• education and certifications:

Salary Description: $90,000 - $100,000

Location: Indianapolis, IN

Requirements:

• knowledge, skills, and/or abilities:
• The following skills and abilities are required to perform this job successfully:
• Experience with tax or labor law a plus
• Knowledge of wealth management industry a plus
• Extensive knowledge of payroll functions including preparation, balancing, internal control, and payroll multi-state taxes
• Excellent organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Proficient with payroll / accounting software
• Thorough knowledge of financial statements, accounts payable and receivable processes, and tax/labor laws
• Comprehension of business fundamentals and operations of LLC and S-Corp
• Demonstrated strong organizational skills and excellent attention to detail
• Solid knowledge of GAAP
• Ability to maintain good working relationships with partners, owners and vendors
• 
  
• education and/or experience:
• Accounting degree required
• 5 years’ experience with small business corporate accounting
• CPA Preferred

Salary Description: $80-$100K