Sequoia Financial Group in Boulder, CO, is seeking a highly motivated Wealth Advisor to join our team and deliver superior financial planning to clients. You will collaborate with service teams to develop client relationship plans, focus on portfolio growth, and improve client experience across all complexity levels.
In this senior, client-facing position, you will help collect planning data, develop financial plans with the Wealth Planning Department, and deliver asset management reports to
#J-18808-LjbffrSenior Wealth Advisor & Planning Lead in boulder at Unknown Company
This position is listed as contract and onsite.