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Client-Centric Wealth Advisor: Portfolios & Plans
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2026-07-08
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sequoia Financial Group Llc in Burlington, MA is seeking a highly motivated Wealth Advisor to deliver exceptional financial and investment planning services. This client-facing role involves collaboration with team members to enrich client lives through comprehensive financial plans and results-driven strategies.
The ideal candidate will have a relevant Bachelor’s degree, a CFP designation in process, and 1-3 years of advisory experience. Proficiency in Salesforce and excellent communication skills are essential for client engagement and relationship management.
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