Wealth Strategist

Job overview

The Wealth Strategist role is listed in Denver, CO; the posting does not specify a work arrangement or numeric compensation in the provided text. Sequoia Financial Group provides financial planning and wealth management services and describes its purpose as enriching lives. The strategist develops complex financial plans and recommendations, serving as a planning resource for Private Wealth, Sentinel Family Office, and channel partner clients while coordinating with advisory and wealth planning colleagues.

What you'll do

• Develop complex financial plans and recommendations
• advise on wealth planning strategies
• participate in client and prospect meetings
• evaluate client goals and contribute to relationship strategy
• collaborate with advisory and wealth planning teams
• maintain compliance with internal policies
• support firm-level planning strategy
• participate in relationship reviews
• coach and develop employees.

What we're looking for

Skills & competencies

wealth strategist

financial planning

wealth management

private wealth

family office

client advisory

denver co

sequoia financial group

fiduciary planning

401(k) match

medical coverage

dental and vision

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonus opportunities
• 401(k) match
• medical, dental, and vision coverage.

Why this role

The posting seeks a CFP certificate, an advanced credential such as JD or CPA, or specialized channel-partnership knowledge, along with ten years of financial planning experience.

About the employer

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