Sequoia Financial Group · 4 weeks ago
Business Development Wealth Advisor
Phoenix, AZ
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSequoia Financial Group is expanding its team through a partnership with Eide Bailly, a leading CPA and consulting firm. They are seeking a Wealth Advisor with extensive client-facing wealth planning experience to provide holistic financial solutions and manage client relationships effectively.
ConsultingFinancial ServicesWealth Management
Responsibilities
Oversee the lifecycle of a client’s initial relationship with the firm, from working with the CPA and client to gather information, to creating/leading the proposal, to designing and implementing their financial, estate, and portfolio strategies
Serve as the primary point of contact for client relationships
Manage a pipeline of opportunities, document all interactions and relevant information and provide clear, actionable insights to Sequoia and Eide Bailly to move opportunities forward
Build and maintain ongoing relationships with the CPAs and clients to proactively identify planning opportunities and address ongoing planning needs
Define client meeting objectives and follow-up on all action items, including the execution of trade orders, in a timely manner utilizing the firm’s robust technology resources and advisory team support
Supervise and coordinate the preparation of client meeting materials including agenda, planning analyses, investment materials, etc
Work collaboratively with and mentor technical advisors to ensure their work is aligned with client objectives and that communication to the client and their advisors is clear and concise
Qualification
Required
10-15 years of client-facing wealth planning experience with strong technical proficiency in estate planning, asset management, tax planning, and planning for closely held entities
Bachelor's and/or Masters in finance, accounting, tax or related field
One or more professional credentials such as CFP, CPA, CFA, JD, etc
Active Series 7 & 66 or Series 65
Clean Form U4 without any regulatory disclosures, client complaints, arbitrations or disclosable settlements
Ability to simplify complexity for clients and advisors and communicate solutions clearly and effectively
Experience with eMoney required
Preferred
Experience with Holistiplan planning software (or equivalent)
Familiarity with the Fidelity and Schwab investment platforms
Experience using Salesforce or a similar CRM system
Experience working directly with CPA firms
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase