Senior Wealth Advisor for CPA Relationships & Growth

Sequoia Financial Group; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Tuition assistance

Job summary

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.

Qualifications

• 10‑15 years of client‑facing wealth planning experience.
• Strong technical proficiency in estate planning, asset management, tax planning.
• Active Series 7 & 66 or Series 65.

Responsibilities

• Oversee client relationship lifecycle, from initial contact to strategy execution.
• Manage pipeline and documentation of client interactions.
• Collaborate with technical advisors to align work with client objectives.

Skills

Client-facing wealth planning experience

Technical proficiency in estate planning

Strong communication skills

Experience with eMoney

Education

Bachelor’s or Master’s in finance, accounting, tax or related field

Tools

Salesforce

Holistiplan

Job description

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.