Sequoia Financial Group · 3 hours ago
Wealth Advisor
Denver, CO
Full-time
Onsite
Senior Level
5+ years expSequoia Financial Group is excited to announce new opportunities to join their growing team through a partnership with Eide Bailly. They are seeking a Wealth Advisor with extensive experience in comprehensive wealth planning to manage client engagements and deliver tailored financial solutions.
ConsultingFinancial ServicesWealth Management
Responsibilities
Manage the day-to-day aspects of client engagements as a member of a team
Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience
Proactively maintain client relationships through excellent client service
Assist with or lead in the collection of financial planning data from prospective clients
Assist or lead in the creation of asset management reports to be delivered to clients (the advisor may play a lead or support role in delivering these reports)
Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
Serve as a primary point of contact for client relationships
Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner
Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials
Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed
Complete client meeting notes and follow up tasks as required
Coordinate the execution of trade orders with the Asset Management Department (AMD)
Develop a deeper technical expertise in general financial knowledge
Identify additional planning or asset management opportunities in existing client relationships
Qualification
Required
Bachelor's degree required in finance, accounting, economics or related field
One or more professional credentials such as CFP, CPA (with tax focus), CFA, JD (with business, tax, and estate planning focus), etc
Active Series 7 & 66 or Series 65
Technical knowledge of all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
Previous experience working with financial planning software and planning deliverables
Competence using Microsoft Office applications and Client Relationship Management system such as Salesforce
Experience with eMoney required
Preferred
Experience with Holistiplan planning software
Familiarity with the Fidelity and Schwab investment platforms
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase