Senior Wealth Advisor – Holistic Planning & Client Growth

Sequoia Financial Group; Denver (CO); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus opportunities

401(k) match

Medical, dental and vision coverage

Job summary

Sequoia Financial Group seeks a Wealth Advisor with 5+ years of client-facing wealth planning experience to join the Denver team at the Eide Bailly relationship. This full-time, in-person role requires strong ability to build comprehensive plans and deliver across all planning facets.

A high level of technical capability, teamwork, and follow-through is essential. The ideal candidate will manage client engagements, coordinate with colleagues, and utilize Salesforce/eMoney to produce thorough

Qualifications

• 5+ years of client-facing comprehensive wealth planning experience.
• Bachelor’s degree in finance, accounting, economics or related field.
• Active Series 7 & 66 or Series 65.
• Technical knowledge of comprehensive financial planning areas and planning deliverables.
• Experience with financial planning software and Salesforce; eMoney experience required.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify asset management and estate planning opportunities for clients.
• Maintain client relationships with excellent service.
• Collect financial planning data from prospective clients.
• Create asset management reports and deliver to clients.
• Communicate with clients, advisors, and team via phone, email, and written notes.
• Coordinate with internal/external resources to implement advice.
• Use Salesforce for client data and tasks; supervise meeting materials.
• Coordinate trade orders with Asset Management Department.
• Develop deeper technical expertise in financial knowledge.

Skills

Communication skills

Teamwork

Time management

Analytical thinking

Education

Bachelor’s degree in finance, accounting, economics or related field

CFP, CPA (tax focus), CFA, JD (business/tax/estate focus)

Tools

Salesforce

eMoney

Microsoft Office

Holistiplan

Fidelity/Schwab platforms

Job description

Sequoia Financial Group seeks a Wealth Advisor with 5+ years of client-facing wealth planning experience to join the Denver team at the Eide Bailly relationship. This full-time, in-person role requires strong ability to build comprehensive plans and deliver across all planning facets.

A high level of technical capability, teamwork, and follow-through is essential. The ideal candidate will manage client engagements, coordinate with colleagues, and utilize Salesforce/eMoney to produce thorough