Senior Wealth Advisor for CPA Relationships & Growth
Sequoia Financial Group
A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient in complex wealth strategies. This full-time role requires strong communication skills and the ability to simplify issues for clients, focusing on high-quality service and teamwork. #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 19 hours ago
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