Wealth Advisor: Holistic Financial Planning (Denver)

ADP, Inc.; 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 in Denver, CO seeks a Wealth Advisor with 5+ years of client-facing wealth planning experience to join the Eide Bailly relationship team. This full-time, in-person role offers extensive opportunity to design comprehensive financial plans and coordinate with wealth management and CPA professionals.

The ideal candidate will execute on all aspects of client plans, leverage advanced planning tools, and deliver excellent client service in a collaborative environment.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• Professional credentials CFP, CPA, CFA or JD with business/tax/estate focus.
• Active Series 7 & 66 or Series 65 required.
• Technical knowledge of comprehensive financial planning.
• Experience with financial planning software and deliverables.
• Proficiency with Microsoft Office and Salesforce.
• Experience using eMoney software.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify asset management and estate planning advice to enhance client experience.
• Maintain client relationships through exceptional service.
• Lead data collection for financial planning from prospective clients.
• Create asset management reports for clients, lead or support delivery.
• Communicate professionally with clients, advisors, and team members.
• Serve as primary contact for client relationships and follow up on objectives.
• Coordinate with internal/external resources to execute advice items on time.
• Use Salesforce to document client data, accounts and policy adherence.
• Prepare meeting materials and investment analyses for client meetings.
• Ensure timely follow-up and completion of client objectives.
• Coordinate trade orders with Asset Management Department.
• Develop deeper technical knowledge of financial planning.
• Identify new planning or asset management opportunities in relationships.

Skills

Bachelor's degree

Professional credentials (CFP, CPA, CF

Series 7 & 66 or Series 65

Technical financial planning

Financial planning software

MS Office & Salesforce

eMoney experience

Education

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

Professional credentials (CFP/CPA/CFA/JD with tax/estate focus)

Tools

Salesforce

eMoney

Microsoft Office

Holistiplan

Job description

Sequoia Financial Group in Denver, CO seeks a Wealth Advisor with 5+ years of client-facing wealth planning experience to join the Eide Bailly relationship team. This full-time, in-person role offers extensive opportunity to design comprehensive financial plans and coordinate with wealth management and CPA professionals.

The ideal candidate will execute on all aspects of client plans, leverage advanced planning tools, and deliver excellent client service in a collaborative environment.