Focus on the greater picture.
With a career at Sanderson, you’ll contribute to sophisticated, cohesive financial strategies for a select roster of high-net-worth families. The intricacies of private wealth management will challenge you to develop creative solutions and adapt to the ever-changing financial landscape.
While the work is complex, the environment at Sanderson is comfortable and conducive to your overall fulfillment. Our culture prioritizes collaboration over competition, and you’ll have every opportunity to thrive, both professionally and personally.
Greater is what you make it.
Find your place at Sanderson.
We invite you to click on a position to review the full description and to sign up for notifications of future openings.
Financial Analyst
Primary Role
Execute on planning and investment strategy in partnership with senior advisers.
Scope
- Execute transactions and trades; prepare performance reports; establish accounts.
- Maintain the firm’s market updates, documentation, and models.
- Interface with clients for updates, signatures, etc.
- Create systems and processes to streamline efficiency of company processes.
- Become a Service Adviser for client accounts where you’ve earned strong rapport.
Requirements
- Bachelor’s Degree in Finance, Accounting, or related field, with an impressive GPA.
- Demonstrated experiences that display superior intellect and strong teamwork.
- Working understanding of financial planning, investment funds, and ETFs
- Ability to prioritize competing demands and effectively manage time and self awareness.
- Commitment to quality while delivering on a demanding timeframe.
- Ability to code-switch communication styles to match client personality/preference.
- Ambition, intentionality, and growth mindset.
Preferred
Masters-level degree.
Compensation
Annual salary of $55k to $65k plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Financial Adviser
Primary Role
Ensures strong client relationships and successful execution of financial plans.
Scope
- Interface with clients to plan for their future, inform them, and manage the relationship.
- Execute transactions and trades; prepare performance reports; establish accounts.
- Assemble balance sheets and client net worth statements.
- Leverage tech to help develop financial/retirement plans.
- Research and develop unique investment options for target interests and trends to position Sanderson as a best-in-class portfolio compared to other firms.
- Become Senior Adviser for client accounts where you’ve earned strong rapport.
Requirements
- Bachelor’s Degree in Finance, Accounting, or related field.
- 7 to 10 years of wealth management experience communicating with clients, functioning on a team, and demonstrating successful creative problem solving, resilience.
- Ability to prioritize competing demands and effectively manage time, self awareness.
- Ambition, intentionality, and growth mindset.
Preferred
- Holding or working toward a CFP, CFA and/or CPA credential.
- MBA in Finance, Economics, or Accounting.
Compensation
Annual salary of $70k to $85k plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Lead Financial Adviser
Primary Role
Oversight of client portfolios, trading strategy, and all senior financial advisers.
Scope
- Responsible for developing and actively nurturing client relationships.
- Lead, manage, and hold all service providers accountable for exceptional results.
- Oversee investment activities carried out by senior advisers.
- Plan specialty financial services and identify opportunities for clients to utilize them.
- Deploy company resources to deliver services with flawless execution for the client.
- Foresee and eliminate challenges that may arise for our clients.
Requirements
- MBA in Finance or Accounting, or other advanced degree related to finance.
- CPA, CFP, or CPWA license; deep knowledge of personal investment, financial planning, cash flow projections, and ability to create and manage models of these subjects.
- 7 to 10 years of experience in a similar role nurturing high-level client relationships and C-Suites; closing high-level sales via interactions with new and existing clients.
- Strong experience in leading, managing, and holding teams accountable.
- Extraordinary abilities in relationship management, and identifying and capturing wealth management opportunities.
- Intuitive ability to leverage tech to oversee and automate responsibilities.
Compensation
Annual salary of $100k+ plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Client Service Administrator
Primary Role
Key operational support for the financial and investment adviser teams.
Scope
- Responsible for the opening and maintenance of client banking and investment accounts.
- Execute transactions for investment and financial advisers for clients.
- Engage with clients to assist them with inquiries and updates on their accounts.
- Ensure organization is equipped with robust procedural documentation.
- Assist the firm with administrative and workstream support, especially for tax deadlines.
- Closely interface with the financial and investment teams on projects and initiatives.
Requirements
- Associate’s degree in Business Administration or related field.
- Progressive experience in administration for a dynamic business environment, ideally in a related financial field.
- Grasp of banking, investment, and tax terminology, flows of payment systems, types of banking documents, and timing of various financial transactions.
- Demonstrated experience in project management to accomplish goals on strict timelines.
- Tech-obsessed. Intuitive ability to navigate new and different technology platforms.
Compensation
Annual salary of $40k to $60k plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Senior Tax Consultant
Primary Role
Oversight of bespoke tax planning, preparation, modeling, and compliance.
Scope
- Responsible for tax preparation and compliance, as well as the planning and projections of income tax for high-net-worth clients, their families, estates, and trusts.
- Manage client relationships including digital interfaces and presentations.
- Tax department administration, billing, and management of client engagement matrix.
- Assist the firm with providing exceptional wealth management services, financial and estate investment planning modeling analysis; scenario analysis and projections.
- Closely interface with the financial and investment teams on projects and initiatives.
Requirements
- Bachelor’s degree in Accounting.
- 5 years of progressive experience in tax accounting, to include 2 to 3 years as a senior level staff accountant with decision-making responsibility.
- Deep experience in creating and utilizing complex data models in Microsoft Excel, and experience with tax compliance software such as CCH.
- Strong ability to leverage soft skills to gather information and find creative solutions.
Preferred
- CPA license held, or in-progress.
- CFP license held, in-progress, or the desire to obtain one during employment.
Compensation
Annual salary of $70k to $95k plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Administrative Coordinator
Primary Role
Multiplying the effectiveness of the team with a strong administrative foundation.
Scope
- Gatekeep demands on the time and attention of the leadership team; predict needs.
- Curate information (corporate records, documents, reports, research, data, and other documents) to prepare for review by and/or presentation to leadership.
- Help prepare for, organize, conduct, and record minutes for meetings.
- Read and analyze incoming information and distribute as needed.
- Coordinate scheduling and travel arrangements for the leadership team.
- Assist the firm with administrative and workstream support.
- Closely interface with the financial and investment teams on projects and initiatives.
Requirements
- Successful administrative experience in a dynamic business environment, ideally in a financial field and/or involving working relationships with leadership teams.
- High school diploma or GED equivalent; Associate’s or BA degree preferred.
- Superior attitude and exceptional professionalism.
- Intuitive time management skills in the face of competing priorities and demands.
- Tech-obsessed. Intuitive ability to navigate new and different technology platforms.
Compensation
Annual salary of $40k to $50k plus overtime pay and a superlative benefits package, including 4 weeks paid vacation, top-tier insurance, continuing education, a generous 401k contribution, expense reimbursement, and best-in-class employee amenities.
Employee Perspectives
“Throughout my years here at Sanderson, I've been fully supported professionally and personally in all my endeavors.”
| Phil Frattali Financial Adviser | Phil's Story |
“Being a fiduciary is more rewarding from a professional standpoint. It allows you to focus on one thing and one thing only—and that’s acting in the client's best interests.”
| Tim Domino Director of Wealth Planning | Tim's Story |
| Tucker Weppner Financial Analyst | Tucker's Story |
“The culture of the company is really family-oriented, both with our clients and employee relationships.”
| Regyna Taberski Client Service Administrator | Regyna's Story |
Be part of something greater.
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Valuing diversity and inclusion.
Sanderson Wealth Management is an equal opportunity employer. We’re motivated by the meaningful impact of our work and strive to be a leader in diversity and inclusion within the financial services industry. By welcoming new ideas and perspectives from all our team members, we can—and will—grow and achieve our full potential, both collectively and individually.