Hiring: Wealth Advisor Company: Sequoia Financial Group Location: Phoenix, AZ Job Posted Time: 2026-09-10 14:35:25 Employment Type: Full-time Target Skills & Keywords : CFA, CFP, Financial Planning, Microsoft Office, Phoenix, Risk Management, Salesforce, Series 7, Wealth Management About the job Required Skills: •Manage the day-to-day aspects of client engagements as a member of a team. •Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience. •Proactively maintain client relationships through excellent client service. •Assist with or lead in the collection of financial planning data from prospective clients. •Assist or lead in the creation of asset management reports to be delivered to clients (the advisor may play a lead or support role in delivering these reports). •Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications. •Serve as a primary point of contact for client relationships. •Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!