Senior Wealth Advisor - Holistic Financial Planning

Sequoia Financial Group; Phoenix (AZ); On-site; USD 95,000 - 140,000; Full time

Job summary

Sequoia Financial Group in Phoenix, AZ, is seeking a Wealth Advisor with 5+ years of comprehensive wealth planning experience to join the Eide Bailly relationship. This full-time, in-person role sits at the Sequoia/Eide Bailly office and emphasizes building and executing holistic financial plans within a collaborative team.

The ideal candidate will demonstrate strong technical ability, attention to detail, teamwork, and follow‑through while delivering exceptional client service and ongoing

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• Active professional credentials such as CFP, CPA (tax focus), CFA, JD (business/tax/estate planning).
• Series 7 & 66 or 65 required.
• Technical knowledge of comprehensive financial planning including cash management, tax planning, insurance, education, retirement, estate planning, risk management.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Recommend asset management, financial and estate planning advice.
• Proactively maintain client relationships with excellent service.
• Assist with or lead collection of financial planning data from prospective clients.
• Assist or lead in creating asset management reports for clients.
• Communicate professionally with clients, advisors, and team members by phone, email, and written correspondence.
• Coordinate with internal/external teams to follow up on and execute advice items.

Skills

Bachelor’s degree

CFP/CPA/CFA/JD

Series 7 & 66 or 65

Comprehensive financial planning

Financial planning software

Salesforce & CRM

eMoney experience

Education

Bachelor’s degree in finance/accounting/economics

Tools

Salesforce

eMoney

Job description

Sequoia Financial Group in Phoenix, AZ, is seeking a Wealth Advisor with 5+ years of comprehensive wealth planning experience to join the Eide Bailly relationship. This full-time, in-person role sits at the Sequoia/Eide Bailly office and emphasizes building and executing holistic financial plans within a collaborative team.

The ideal candidate will demonstrate strong technical ability, attention to detail, teamwork, and follow‑through while delivering exceptional client service and ongoing