Senior Wealth Advisor: Growth & Client Impact

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

Benefits offered by this job

Bonus opportunities

401(k) match

Medical, dental, vision

Job summary

Sequoia Financial Group seeks a senior Wealth Advisor to deliver comprehensive financial and investment planning to clients. You will work with a service team to develop and execute client relationship plans, focusing on portfolio growth, retention, and scalable service for clients with varying complexity.

The role emphasizes proactive client engagement, data collection, and collaboration with the Wealth Planning Department to craft robust financial plans and insightful reports.

Qualifications

• CFP achieved and 5 years' experience required.
• If no CFP or industry designation, 7 years client facing advisory experience with an active Series 65.
• Technical knowledge of comprehensive financial planning including tax, estate and retirement planning.
• Experience with financial planning software and planning deliverables in an RIA setting.
• Competent with Salesforce and standard CRM tools; clean Form U4 with no disclosures.

Responsibilities

• Lead client relationship plans and deliver tailored financial and investment planning.
• Collaborate with service team to enhance client experience and retention.
• Collect financial data and develop comprehensive plans with Wealth Planning Department.
• Generate asset management reports and present to clients.
• Coordinate trade orders with investment operations and document client data in Salesforce.
• Meet and communicate with clients, follow up on action items, and prepare materials.

Skills

Client relationship management

Communication

Time management

Independent work

Problem solving

Education

Bachelor’s degree in Economics/Finance

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group seeks a senior Wealth Advisor to deliver comprehensive financial and investment planning to clients. You will work with a service team to develop and execute client relationship plans, focusing on portfolio growth, retention, and scalable service for clients with varying complexity.

The role emphasizes proactive client engagement, data collection, and collaboration with the Wealth Planning Department to craft robust financial plans and insightful reports.