Wealth Planner: Strategic Financial Planning Expert

Sequoia Financial Group Llc; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Sequoia Financial Group is seeking a Wealth Planner to join our Tampa, FL office. The Wealth Planner will prepare comprehensive financial plans, modular analyses, and develop technical wealth planning resources for retirement, education, insurance, estate, and business succession planning.

The role partners with client-facing advisors to deliver tailored planning solutions, leveraging planning software and data gathering to enhance client experiences.

Qualifications

• Bachelor’s degree in Financial Planning or Finance.
• CFP certificate or related advanced credential (e.g., JD, CPA).
• 3–5 years+ experience in financial planning.
• Experience with financial planning software and MS Office.

Responsibilities

• Prepare comprehensive financial plans and modular analyses.
• Work with client-facing advisors to develop wealth planning advice.
• Address retirement, education, insurance, estate and succession planning.
• Support advisors with planning software and data gathering.

Skills

CFP certificate

Financial planning expertise

Client collaboration

Technical planning knowledge

Education

Bachelor’s degree in Financial Planning or Finance

Tools

Financial planning software

eMoney software

Microsoft Office

Job description

Sequoia Financial Group is seeking a Wealth Planner to join our Tampa, FL office. The Wealth Planner will prepare comprehensive financial plans, modular analyses, and develop technical wealth planning resources for retirement, education, insurance, estate, and business succession planning.

The role partners with client-facing advisors to deliver tailored planning solutions, leveraging planning software and data gathering to enhance client experiences.