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Financial Consultant Financial Advisor

Senior Wealth Advisor: Integrated Planning & CPA Collaboration

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Denver seeks a highly strategic Wealth Advisor with 10-15 years of client-facing experience in comprehensive wealth planning. This full-time position involves managing client relationships, overseeing the wealth planning lifecycle, and collaborating with CPA professionals. The ideal candidate will demonstrate technical proficiency and exceptional communication skills while simplifying complex financial strategies for clients.

This role offers the opportunity to deliver high-touch service within a supportive team environment.
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Position Requirements
10+ Years work experience
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