Senior Wealth Advisor - UHNW Family Office

Posted yesterday

sequoia financial groupBoulder (CO)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Sequoia Financial Group is seeking a Wealth Advisor for the Sequoia Sentinel Family Office to manage relationships for ultra-high-net-worth families, coordinating investments, estate planning, tax strategies and governance. Ideal candidates hold a Bachelor’s in Economics or Finance and CFP® or CFA® designation with 5+ years of client-facing advisory experience; 7+ years at an RIA with a Series 65 license is preferred. This is a full-time on-site role in Akron, OH.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.