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Senior Wealth Advisor — Holistic Planning & Client
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-02-01
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Denver is seeking an experienced Wealth Advisor to manage client relationships and provide comprehensive financial planning services. The ideal candidate will have 5+ years of experience in wealth planning, possess a relevant bachelor's degree, and hold professional certifications such as CFP or CPA. Strong communication and organizational skills are essential. This full-time position offers an opportunity to work collaboratively within a dynamic team in a mission-driven firm.
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Position Requirements
10+ Years
work experience
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