Associate Wealth Advisor — Growth Path

Sequoia Financial Group; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

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.

Qualifications

• Must be a registered representative (IAR) of the firm.
• Minimum of four years experience in a client-facing financial services role.
• Two consecutive years as IAR with Series 65 or Series 7/66 combination, or equivalent alternatives.
• Bachelor’s degree in Finance or related field required.
• Pursuing CFP designation or willing to enroll in CFP certification.
• Prior sales or client-facing experience in any industry.

Responsibilities

• Assist Advisors with prospect and custodian follow-up communications.
• Conduct research on prospective clients using various sources.
• Provide analytical and project management support for Advisor team needs.
• Develop and prepare marketing presentations for prospective clients.
• Coordinate with custodian reps on background and opportunities.
• Prepare introductory client materials and distribute them.
• Manage new business data and actions in the CRM.
• Participate in training and development programs as required.
• Support scheduling and calendar management for Advisors.

Skills

Interpersonal skills

Communication

Client-facing experience

Time management

Teamwork

Project management

Analytical thinking

Education

Bachelor's degree in Finance or related field

CFP designation (pursuit or awarded)

Tools

CRM (Salesforce)

Microsoft Office

Job description

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.