About this role
Wealth Advisor at Sequoia Financial Group. Location: Denver, Colorado, United States. Role: Manage engagements, Identify recommendations, Maintain relationships Requirements: 5+ years of client-facing comprehensive wealth planning; Bachelor's degree; professional credentials CFP, CPA, CFA, JD; Series 7 & 66 or 65; experience with financial planning software; Salesforce; eMoney. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, eMoney, Holistiplan, Fidelity, Schwab, Microsoft Office Certifications: cfp, cpa, cfa, jd, series 7, series 66, series 65 Commitment: Full Time Workplace: Onsite Languages: English