Wealth Planning Specialist — Client-Focused Growth

Sequoia Financial Group; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Sequoia Financial Group is seeking a motivated Wealth Planner to prepare comprehensive financial plans and modular analyses for clients, working closely with client-facing advisors in our Tampa, FL office.

The role supports retirement, education, insurance, estate, business succession, philanthropic planning and related services, with collaboration across the Wealth Planning Department.

Qualifications

• Bachelor’s degree in Financial Planning or Finance required or preferred
• CFP® certificate or advanced credential in related practice area (ex., JD, CPA) required
• 3–5+ years experience in financial planning
• Strong technical knowledge across cash management, tax planning, insurance, education, retirement, estate, and risk management
• Experience with financial planning software and Microsoft Office

Responsibilities

• Gather data with advisors for initial plan or reviews
• Enter client information into financial planning software and produce analytical reports
• Identify and recommend planning strategies; support advisors in delivering client plans
• Develop deeper expertise in a technical area or client segment with manager guidance
• Assist with training and evaluating new planning technology and data gathering processes

Skills

Analytical skills

Communication skills

Self-starter

Attention to detail

Multitasking

Education

Bachelor’s degree in Financial Planning or Finance

CFP certificate or advanced credential (e.g., JD, CPA)

Tools

Financial planning software

Microsoft Office

eMoney software

Job description

Sequoia Financial Group is seeking a motivated Wealth Planner to prepare comprehensive financial plans and modular analyses for clients, working closely with client-facing advisors in our Tampa, FL office.

The role supports retirement, education, insurance, estate, business succession, philanthropic planning and related services, with collaboration across the Wealth Planning Department.