Senior Wealth Strategist
Sequoia Financial Group Llc
Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging a strong wealth planning background and fiduciary-grade planning philosophy to deliver tailored recommendations. #J-18808-Ljbffr Sequoia Financial Group Llc
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist in Phoenix, AZ vacancy
- Northern Trust Corp is seeking a Sr. Banking Advisor in Phoenix, AZ. The role involves developing client relationships, managing complex wealth management banking, and negotiating loan agreements. The ideal candidate has at least 5 years in financial analysis or commercial...Senior
- Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement...SeniorFlexible hours
- Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation. The role emphasizes leading client relationships...SuggestedFlexible hours
$150k - $175k
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Salary: $150,000 - $175,000 per year A bit about us: We are...SuggestedWork experience placementWork at officeLocal areaFlexible hours$63.75k - $127.5k
...opportunity to contribute to the company’s success. This role is a Wealth Strategist within PNC Wealth Management, based in Phoenix, AZ. PNC is an... ..., providing advice and implementation under the guidance of senior team members. Identify solutions and PNC services as sales...SuggestedWork experience placementWork at office- ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ...enrich lives for generations. Summary of the position The Wealth Strategist will construct complex financial plans as well as be an integral...Work at office
- We're looking for a skilled Senior Digital Media Strategist to support our Director, Paid Media in leading the next evolution of performance marketing at IDX. This is an exciting opportunity for a skilled, client-focused marketer to grow in a fast-paced, high-growth environment...SeniorFull timeTemporary workWork at officeFlexible hoursShift work
- Jobtailor is seeking a seasoned Business Development professional in the United States to drive prospect identification and account expansion across a defined geography. The role emphasizes cross-selling, tailored client solutions, and strong relationship management with...Senior
- Arizona Public Service Company seeks a Senior Public Affairs Advisor to provide strategic counsel on legislative, regulatory, and executive priorities. You will build relationships with state officials and stakeholders, develop advocacy strategies, and represent the company...Senior
- IDX is seeking a Senior Paid Media Analyst in Phoenix to own strategy and execution across multiple channels. You will drive performance for a diverse client portfolio and translate business goals into high-impact campaigns. The role requires deep experience with paid...SeniorWork at office
- HonorHealth is seeking a Clinical Trial Budget Analyst III to lead the development and negotiation of complex multi-arm budgets, ensuring alignment with sponsor expectations and institutional goals. This role requires advanced financial expertise, mentoring responsibilities...Senior
- Accendra Health is seeking a Senior Compensation Consultant to lead complex compensation programs, partnering with HRBPs and senior leaders. This role provides strategic guidance on compensation, drives cross-functional projects, and improves compensation frameworks, tools...Senior
- VSE in Phoenix, Arizona, is seeking a skilled professional for Product Line Management to manage product lines effectively. This role involves developing relationships with manufacturing partners and strategizing to meet revenue goals. The ideal candidate should have a ...SeniorWork at office
- Job Title: Senior Customer Insights Strategist Location: Phoenix, AZ Job Summary: We are seeking a Senior Customer Insights Strategist to drive data-driven decision-making and enhance customer experience. Key Responsibilities: Analyze customer data to identify trends...Senior
- CVS Health in the United States is seeking a Senior Analyst within the Pharmacy Services Finance Intelligence organization. You will own assigned project requests from intake through delivery support, partnering with stakeholders, solution architects, engineering, analytics...Senior
- Honeywell Aerospace US LLC is looking for a Senior Logistics Analyst to optimize the end-to-end logistics operations in Phoenix, AZ. You will manage transportation, warehousing, and inventory while developing strategies for efficiency and customer satisfaction. This role...Senior
- Arizona Public Service is seeking a Senior Public Affairs Advisor to provide strategic guidance on state policy priorities. You will build relationships with state legislators, executive agencies, and external stakeholders, and coordinate advocacy strategies to advance...Senior
- Jobtailor is seeking an experienced claims professional to independently manage the most complex construction defect claims in a high-value portfolio. You will analyze multi-policy coverage, articulate coverage positions, and guide investigations through to resolution. ...Senior
- A leading energy provider in Arizona is seeking an IT Procurement Specialist III to manage procurement activities supporting the IT Business Unit. This role involves executing IT procurement strategies, negotiating contracts for IT services and products, and analyzing costs...Senior
$250k - $300k
GNO Partners is seeking a Senior Amazon Brand Manager with a deep understanding of Amazon FBA. This fully remote role requires proven expertise in strategizing for brand growth while managing a minimum of $10M in annual revenue. You will lead consulting calls, tackle complex...SeniorRemote work- Sedgwick in the United States seeks an experienced General Liability Adjuster to handle complex third-party bodily injury and property damage claims under commercial general liability policies. You will manage investigations, coverage interpretations, and liability/damages...Senior
$121.27k - $170k
...and do the right thing.If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present...SeniorWork from home- Paychex is seeking a senior compliance professional to support internal partners and mitigate risk across labor and employment law. The role requires monitoring new legislation, researching and writing concise risk assessments, and guiding policy decisions at an enterprise...Senior
$119.07k - $145.53k
...talented Life Insurance Underwriters to join their Consumer Markets Division. The positions available are for Underwriting Consultant and Senior Underwriting Consultant, with 100% remote work options. Candidates should have 7-10+ years of Life Insurance Underwriting...SeniorRemote job- Teradata Corporation (SE) is seeking a seasoned sales and use tax professional to lead compliance and reporting across the company. You will work with cross-functional teams to identify tax issues, maintain tax matrices in Oracle ERP, and manage external providers to ensure...Senior
- A leading tax advisory firm in Phoenix seeks a Tax Experienced Senior to oversee tax compliance and planning tasks. The role involves managing projects, ensuring client adherence to tax regulations, and supervising junior staff. Candidates should possess strong communication...Senior
- Blacksmith Agency, a Phoenix-based boutique digital agency, seeks an experienced SEO Specialist to lead organic search for client and internal sites. You’ll own end-to-end strategies, perform audits, and collaborate with designers and developers to implement best-practice...SeniorRemote job
- Jobtailor in Phoenix, AZ is seeking a proposal writer to manage the end-to-end proposal development process, collaborate with business development teams, and craft executive summaries and solution narratives. The role requires a Bachelor’s degree and 2-4 years’ experience...Senior
- Atom Matrix Innovation LLC seeks a detail-driven Compliance Operations professional to own messaging compliance, registrations, consent, and opt-out rules across markets. Based in Phoenix, you will collaborate with engineering to embed controls and advise customers on regulatory...Senior
- Vālenz Health® is seeking a Senior Healthcare Contracts Specialist to lead drafting, negotiation, and management of complex agreements. You will partner with internal teams and apply templates to ensure compliant, high-quality contracts across the business. You’ll independently...SeniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist. Be the first to apply!
Related searches
- account strategist Phoenix, AZ
- senior brand strategist Phoenix, AZ
- strategist Phoenix, AZ
- strategy consultant Phoenix, AZ
- investment strategist Phoenix, AZ
- media strategist Phoenix, AZ
- communications strategist Phoenix, AZ
- brand strategist Phoenix, AZ
- design strategist Phoenix, AZ
- business strategist Phoenix, AZ