Wealth Advisor — Family Office

Job overview

The Wealth Advisor — Family Office role is based in Boulder, CO; the posting describes Sequoia Sentinel as having offices across the United States but does not specify a remote arrangement. Compensation is $125,000–$175,000 per year. The role supports Sequoia Sentinel’s personalized wealth management services for ultra-high-net-worth families with $25 million or more in assets.

What you'll do

• Serve as a day-to-day family contact with a lead advisor
• lead or co-lead client meetings and follow through on actions
• build relationships across generations
• coordinate estate, tax, liquidity, and transfer planning with internal specialists and outside advisors
• support family governance and philanthropy
• implement portfolio recommendations
• deliver consolidated reporting and document client activity in Salesforce.

What we're looking for

Skills & competencies

wealth advisor

family office

ultra-high-net-worth

sequoia financial group

boulder co

financial planning

estate planning

portfolio management

series 65

cfp

cfa

$125k–$175k

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and either a CFP or CFA designation with at least five years of client-facing advisory experience, or at least seven years of RIA advisory experience with an active Series 65 license; occasional travel may be required.

About the employer

Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.