Jobs · Finance · Colorado

Wealth Advisor II

Sequoia Financial Group · Boulder, CO · 1 mo ago
FinanceFull-time

About the role

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Teamwork. We work selflessly to enrich the lives of our clients and our community.Passion. We relentlessly pursue our full potential.Integrity. We act in the best interest of others. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this senior

Similar jobs

Wealth Advisor II

Tompkins Financial AdvisorsSyracuse, NY· 1 mo ago
Finance$90k/yrapply on careers.tompkinsfinancial.com

Wealth Advisor II

FrostVictoria, TX· 1 mo ago
Sales$350k–$750k/yrapply on careers.frostbank.com

Wealth Advisor II

FrostNew Braunfels, TX· 1 mo ago
Sales$350k–$750k/yrapply on careers.frostbank.com

Wealth Advisor II

First Financial BankPeoria, Illinois, United States· 3 mo ago
Finance$74k/yrapply on bankatfirst.wd1.myworkdayjobs.com

Wealth Advisor II

BMO U.S.Milwaukee, WI· 3 mo ago
Finance$92k–$171k/yrapply on bmo.wd3.myworkdayjobs.com