Wealth Advisor II

Job overview

The Wealth Advisor II role is onsite in Boulder, CO, with a stated salary range of $110,000–$165,000 per year. Sequoia Financial Group is a registered investment advisor providing financial planning and wealth management services, with a stated purpose of enriching lives. The advisor manages client engagements and relationships, develops and delivers financial and investment planning advice, and coordinates follow-through with internal and external partners. The role supports client retention, portfolio growth, and scalable service by helping clients pursue their financial objectives and ensuring agreed-upon actions are completed.

What you'll do

• Manage day-to-day client engagements
• recommend asset management, financial, and estate-planning advice
• maintain client relationships
• collect planning data and work with the Wealth Planning Department on financial plans
• prepare and deliver asset management reports
• coordinate advice items and trade orders
• supervise meeting materials and follow-up
• document client interactions in Salesforce.

What we're looking for

Skills & competencies

wealth advisor ii

boulder co

sequoia financial group

full-time

$110k–$165k/year

financial planning

wealth management

client relationships

asset management

estate planning

salesforce

cfp

series 65

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Requires a CFP and five years of experience, or seven years of client-facing advisory experience with an RIA and an active Series 65 if no CFP or industry designation.

About the employer

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