Senior Wealth Advisor - Client & Planning
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Sequoia Financial Group, based in Northeast Ohio and serving Boulder, CO, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will collaborate with a service team to grow portfolios, retain clients, and scale services across complex accounts.
You will develop financial plans, lead meetings, and coordinate with planning and investment teams. CFP or equivalent experience with Series 65 is expected, with emphasis on tax, estate, retirement
Step into the Senior Wealth Advisor
- Client Growth & Planning role at ADP, Inc. in Boulder, CO, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor
- Client Growth & Planning role in the description above.
We appreciate your interest in this position.
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