Sequoia Financial Group Jobs in United States

A financial advisory firm in Denver seeks a highly strategic Wealth Advisor with 10-15 years of client-facing experience in comprehensive wealth planning. This full-time position involves managing client relationships, overseeing the wealth planning lifecycle, and collaborating w ...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us throu ...

We are seeking highly motivated Wealth Advisors to join our team at Sequoia Financial Group. · As client-facing roles, you will collaborate with other service team members to develop and execute on client relationship plans. · You will identify and recommend appropriate asset man ...

About Sequoia and Eide Bailly Partnership · Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, ...

We exist with a singular purpose: to enrich lives. · Learn, improve and maintain data model in Salesforce. · Provide tier 2 escalation support for Technology support cases submitted via Salesforce · ...

Job Description · The Administrative Assistant acts as the first point of contact for clients and visitors, · ensuring a professional and welcoming atmosphere. This role involves taking on operational responsibilities such as · overseeing coordinating internal processes to ensure ...

The Training Advisor plays a critical role in supporting the successful integration of newly acquired firms.This position is responsible for understanding the acquired firm's legacy tools technologies workflows and terminology and guiding advisors through a smooth transition to S ...

We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients.This role can be located in Vero Beach, Orlando or Tampa, FL. · ...

Job Summary: · Deliver holistic financial solutions to clients through collaboration with wealth management and CPA professionals. · ...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us throu ...

Join to apply for the Business Development Wealth Advisor role at Sequoia Financial Group · Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly ...

The Merger Training Advisor plays a critical role in supporting the successful integration of newly acquired firms. · ...

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously o ...

Do you thrive in creating best-in-class dynamic presentations? Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? · You will grow with us. · ...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us throu ...

Wealth Management Analyst program is a rotational program designed to train and develop Financial Advisors. · We seek individuals who thrive in a fast-paced team environment and are eager to learn new skills to grow professionally and to learn in a hands-on manner. Data gathering ...

Client Service Associate II · Sequoia Financial Group seeks a highly motivated and detail-oriented Client Service Associate to join our team. This role will support a team of Financial Advisors delivering comprehensive financial plans for ultra-high-net-worth families. · ...

The M&A Integration Project Manager plays a critical role in supporting Sequoia's continued growth through mergers and acquisitions. This position is dedicated to the project management aspects of integrating new firms into Sequoia and ensuring each transition is executed efficie ...

We are seeking a talented presentation design specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations. · ...

Wealth Advisor · At Sequoia Financial Group, our wealth advisors play a crucial role in providing exceptional financial planning services to our clients. As a member of our team, you will collaborate with other service team members to develop and execute client relationship plan ...