Senior Wealth Advisor & Planning Lead

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

Benefits offered by this job

Discretionary bonus opportunities

401(k) match

Medical, dental and vision coverage

Job summary

Sequoia Financial Group in Boulder, CO, is seeking a highly motivated Wealth Advisor to join our team and deliver superior financial planning to clients. You will collaborate with service teams to develop client relationship plans, focus on portfolio growth, and improve client experience across all complexity levels.

In this senior, client-facing position, you will help collect planning data, develop financial plans with the Wealth Planning Department, and deliver asset management reports to

Qualifications

• Bachelor’s degree in Economics or Finance required.
• CFP certification and 5 years of client-facing advisory experience with an RIA.
• If CFP or industry designation is not held, 7 years of advisory experience with Series 65 is required.
• Strong knowledge of comprehensive financial planning including taxes, retirement, estate planning and risk management.

Responsibilities

• Lead client engagements within a team to deliver comprehensive financial plans.
• Develop and execute client relationship plans to grow assets and retention.
• Prepare asset management reports and coordinate with investment operations.
• Utilize Salesforce for documentation and client data management.
• Coordinate with team members to follow up on advice items and meetings.

Skills

CFP

5 years experience

Client service

Salesforce

Communication

Education

Bachelor’s degree in Economics/Finance

CFP certification

Series 65 (if no CFP)

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group in Boulder, CO, is seeking a highly motivated Wealth Advisor to join our team and deliver superior financial planning to clients. You will collaborate with service teams to develop client relationship plans, focus on portfolio growth, and improve client experience across all complexity levels.

In this senior, client-facing position, you will help collect planning data, develop financial plans with the Wealth Planning Department, and deliver asset management reports to