Sequoia Financial Group Llc is seeking an Associate Wealth Advisor in Tampa, FL to provide support for experienced Advisors. This role is focused on client relationship management and professional development.The ideal candidate will have a Bachelor's degree in Finance, strong communication skills, and a background in financial services. Responsibilities include preparing client materials and managing data to ensure successful client interactions.This full-time role offers opportunities for growth within the company and encourages applicants pursuing CFP certification.#J-18808-Ljbffr
Sequoia Financial Group is a growing investment advisory firm offering financial planning and wealth management services for individuals and corporations. As a Registered Investment Advisor (RIA), we are part of the industry’s fastest growing segment. Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and fervent client service. Our mission is to help our clients get what they want out of life—and we’re passionate about it. As a premier independent financial advisor, our salaried, non-commission professionals have access to a variety of investment solutions and resources. That means our recommendations are based solely on what works best for the client, not us.