Wealth Advisor II: Client-Focused Financial Planning
Sequoia Financial Group Llc
Sequoia Financial Group Llc, located in Troy, MI, is looking for a full-time Wealth Advisor. The role involves serving as the primary contact for clients, offering comprehensive financial and investment planning services. Ideal candidates should have a bachelor's degree in finance or economics, CFP certification, and possess strong skills in financial planning, organization, and client service. Proficiency with Salesforce and financial planning software is beneficial. The role emphasizes delivering high-quality service and collaboration within teams. #J-18808-Ljbffr Sequoia Financial Group Llc
Vacancy posted 5 hours ago
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