Wealth Advisor: Holistic Planning & Client Impact

Sequoia Financial Group; Bismarck (ND); On-site; USD 70,000 - 90,000; Full time

Job summary

Sequoia Financial Group is seeking a Wealth Advisor in Bismarck, ND, to strengthen their client engagement with Eide Bailly. Ideal candidates will possess over 5 years of wealth planning experience and knowledge of comprehensive financial planning.

Responsibilities include managing client relationships, delivering financial solutions, and utilizing Salesforce for documentation. Candidates should hold a relevant bachelor's degree and professional credentials like CFP or CPA.

Qualifications

• 5+ years of client-facing wealth planning experience.
• Active Series 7 & 66 or Series 65 licenses.
• Experience with financial planning software.

Responsibilities

• Manage day-to-day client engagements as a team member.
• Recommend financial and estate planning advice.
• Maintain client relationships through excellent service.

Skills

Client-facing experience

Wealth planning expertise

Financial planning knowledge

Attention to detail

Teamwork

Education

Bachelor’s degree in finance, accounting, or related field

Professional credentials (CFP, CPA, CFA, JD)

Tools

Salesforce

eMoney

Microsoft Office

Job description

Sequoia Financial Group is seeking a Wealth Advisor in Bismarck, ND, to strengthen their client engagement with Eide Bailly. Ideal candidates will possess over 5 years of wealth planning experience and knowledge of comprehensive financial planning.

Responsibilities include managing client relationships, delivering financial solutions, and utilizing Salesforce for documentation. Candidates should hold a relevant bachelor's degree and professional credentials like CFP or CPA.