Description
Sequoia Financial Group is hiring a full-time, in-person Wealth Advisor to support its Eide Bailly relationship in Denver, Colorado. The role manages client engagements, recommends asset management, financial, and estate planning advice, maintains client relationships, prepares planning reports, coordinates trades, and uses Salesforce and eMoney. Candidates need a bachelor’s degree in a relevant field, professional credentials, Series 7 and 66 or Series 65 licenses, comprehensive financial planning knowledge, and experience with financial planning software and eMoney. The salary range is $125,000–$175,000, with medical, dental, and vision coverage.
