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Sequoia Financial Group
Senior Wealth Advisor - Holistic Financial PlanningSequoia Financial Group • Fargo, ND, United States
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Senior Wealth Advisor - Holistic Financial Planning

Senior Wealth Advisor - Holistic Financial Planning

Sequoia Financial Group • Fargo, ND, United States
30+ days ago
Job type
  • Full-time
Job description

Sequoia Financial Group Llc is looking for a Wealth Advisor with over 5 years of client-facing wealth planning experience to join their team in Fargo, ND. This full-time role involves managing client relationships, providing comprehensive financial planning advice, and working closely with internal teams. The ideal candidate should possess a bachelor’s degree in finance or related field, hold relevant professional certifications, and have technical expertise in financial planning software. Join a dynamic organization dedicated to helping clients achieve their financial goals. #J-18808-Ljbffr

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Senior Wealth Advisor - Holistic Financial Planning • Fargo, ND, United States

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