About this role
Wealth Advisor at Sequoia Financial Group. Location: Bismarck, North Dakota, United States. Role: managing engagements, recommending advice, coordinating trades Requirements: 5+ years client-facing wealth planning experience; bachelor\u0002s degree in finance/accounting/economics; professional credentials (CFP/CPA/CFA/JD) and active Series 7 & 66 or Series 65; experience with eMoney, Salesforce, and Microsoft Office. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, Salesforce, Microsoft Office, Fidelity, Schwab Certifications: cfp, cpa, cfa, jd, series 7, series 66, series 65 Commitment: Full Time Workplace: Onsite Languages: English