Wealth Advisor

Job overview

The Wealth Advisor is an onsite financial role based in Denver, CO, supporting the Sequoia Financial Group and Eide Bailly partnership. Compensation is specified as $125,000–$175,000 per year. This role exists to provide comprehensive wealth planning and asset management services to clients. The advisor manages client engagements, identifies planning opportunities, and coordinates with internal and external teams to help clients achieve their financial goals.

What you'll do

• Manage day-to-day client engagements
• identify and recommend asset management and estate planning advice
• maintain client relationships
• create asset management reports
• utilize Salesforce for documentation.

What we're looking for

Skills & competencies

full-time

day shift

denver co

finance

wealth advisor

financial planning

asset management

ria

client service

$125k-$175k

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Requires 5+ years of client-facing wealth planning experience; requires CFP, CPA, CFA, or JD; requires Series 7 & 66 or 65.

About the employer

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