About this role
Wealth Advisor at Sequoia Financial Group. Location: Phoenix, Arizona, United States. Role: Manage client engagements, Identify planning advice, Maintain client relationships Requirements: 5+ years of client-facing comprehensive wealth planning; bachelor’s in finance/economics; CFP, CPA (tax), CFA, JD; Series 7 & 66 or 65; knowledge of comprehensive financial planning; experience with planning software, Salesforce, and eMoney. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, eMoney, Holistiplan, Microsoft Office Certifications: certified financial planner (cfp), certified public accountant (cpa) (tax focus), chartered financial analyst (cfa), juris doctor (jd) Commitment: Full Time Workplace: Onsite Languages: English