Senior Wealth Advisor — Client Growth & Planning

Sequoia Financial Group; Boulder (CO); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Sequoia Financial Group seeks a highly motivated Wealth Advisor to deliver financial and investment planning services. The role focuses on portfolio growth, client retention, and scalable service across complex client relationships.

In this senior, client-facing position, you will develop and execute client relationship plans, collaborate with service team members, and enhance the overall client experience with tactical and strategic focus.

Qualifications

• Bachelor’s degree required in Economics, Finance or related field.
• CFP achieved and 5 years' experience required.
• If no CFP or industry designation, 7 years client facing advisory experience with RIA and active Series 65.

Responsibilities

• Manage day-to-day aspects of client engagements as part of a team.
• Identify and recommend asset management, financial and estate planning advice.
• Maintain client relationships through excellent service.
• Assist in collecting financial planning data and develop financial plans with WPD.
• Coordinate with investment operations to execute trade orders.

Education

Bachelor’s degree in Economics or Finance

CFP certification

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group seeks a highly motivated Wealth Advisor to deliver financial and investment planning services. The role focuses on portfolio growth, client retention, and scalable service across complex client relationships.

In this senior, client-facing position, you will develop and execute client relationship plans, collaborate with service team members, and enhance the overall client experience with tactical and strategic focus.