Wealth Advisor: Build Plans, Grow Clients, Lead Impact

Sequoia Financial Group; Burlington (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

Sequoia Financial Group is seeking a highly motivated Wealth Advisor to join their Burlington, MA team. This role is focused on delivering exceptional financial and investment planning services, collaborating with a team to enhance the client experience.

The ideal candidate will have a Bachelor’s degree in a related field, with a CFP designation or in process, and possess 1-3 years of client-facing advisory experience. The position emphasizes client retention and portfolio growth.

Qualifications

• 1-3 years' client facing advisory experience required.
• Previous experience with financial planning software.
• Clean Form U4 without any regulatory disclosures.

Responsibilities

• Manage day-to-day aspects of client engagements.
• Provide asset management, financial and estate planning advice.
• Maintain client relationships through excellent service.

Skills

Client relationship management

Financial planning

Communication skills

Organization skills

Education

Bachelor’s degree in Economics, Finance or related field

CFP designation or in process

Tools

Salesforce

Microsoft Office suite

Job description

Sequoia Financial Group is seeking a highly motivated Wealth Advisor to join their Burlington, MA team. This role is focused on delivering exceptional financial and investment planning services, collaborating with a team to enhance the client experience.

The ideal candidate will have a Bachelor’s degree in a related field, with a CFP designation or in process, and possess 1-3 years of client-facing advisory experience. The position emphasizes client retention and portfolio growth.