Senior Wealth Advisor - Holistic Planning
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-01-28
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm is looking for an experienced Wealth Advisor in Denver. The role demands over 5 years of wealth planning experience, a strong focus on client relationship management, and proficiency with financial planning tools including Salesforce and eMoney. This is a full-time position requiring a bachelor's degree and professional credentials. Ideal candidates will thrive in a collaborative environment, committed to delivering exceptional client service while driving financial solutions.
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Position Requirements
10+ Years
work experience
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