Senior Wealth Advisor - Client Growth & Planning

ADP, Inc.; Boulder (CO); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) match

Medical insurance

Dental coverage

Vision coverage

Job summary

Sequoia Financial Group, based in Northeast Ohio and serving Boulder, CO, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will collaborate with a service team to grow portfolios, retain clients, and scale services across complex accounts.

You will develop financial plans, lead meetings, and coordinate with planning and investment teams. CFP or equivalent experience with Series 65 is expected, with emphasis on tax, estate, retirement

Qualifications

• CFP certification and 5 years of advisory experience with an RIA.
• If no CFP or industry designation, 7 years client-facing advisory experience with Series 65.
• Technical knowledge of comprehensive financial planning incl. taxes, estate, retirement.
• Experience with planning software and client deliverables in an RIA setting.
• Proficient with Salesforce and Microsoft Office; clean U4 without disclosures.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify and recommend asset management, financial and estate planning strategies.
• Maintain client relationships through exceptional service.
• Gather planning data and work with Wealth Planning Department to develop plans.
• Create asset management reports and deliver to clients.
• Communicate professionally with clients, advisors, and team members.
• Coordinate with internal/external resources to meet client objectives.
• Utilize Salesforce for documentation and workflow processing.
• Prepare meeting materials and follow up on action items.
• Execute or coordinate trade orders with investment operations.

Skills

CFP designation

Series 65

Client relationship management

Education

Bachelor’s degree in Economics, Finance or related field

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group, based in Northeast Ohio and serving Boulder, CO, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will collaborate with a service team to grow portfolios, retain clients, and scale services across complex accounts.

You will develop financial plans, lead meetings, and coordinate with planning and investment teams. CFP or equivalent experience with Series 65 is expected, with emphasis on tax, estate, retirement