Wealth Advisor Family Office
Sequoia Financial Group
- Salary
- $125k - $175k
- Experience
- 5+ yrs
- Location
- Dublin or Irvine or Pasadena or Westlake or Phoenix or Boca Raton or Boulder or Denver or Berwyn or Akron
- Job type
- Full-time
Required skills
- Microsoft Office
- Salesforce
About the role
Bachelor's degree in Economics, Finance or related field; CFP or CFA with 5+ years advisory experience, or 7+ years at an RIA with active Series 65; clean Form U4; experience with financial planning software, Microsoft Office, and CRM like Salesforce.
About Sequoia Financial Group
Majority employee-owned wealth manager serving individuals and families with financial planning, investment, tax, retirement, and estate services.
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