Associate Wealth Advisor — Growth Path
Sequoia Financial Group
Sequoia Financial Group, a growing Registered Investment Advisor, seeks an Associate Wealth Advisor in Florida to support the Advisor team, learn wealth planning, and progressively take on smaller, less complex cases. The role emphasizes relationship-building, research, presentations, and data handling; the candidate should have 4+ years client-facing experience, be pursuing CFP certification or hold Series licenses, and be ready to enroll in CFP certification. #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 1 day ago
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