Sequoia Financial Group

Wealth Advisor

5+ years of client-facing comprehensive wealth planning; bachelor’s in finance/economics; CFP, CPA (tax), CFA, JD; Series 7 & 66 or 65; knowledge of comprehensive financial planning; experience with planning software, Salesforce, and eMoney.

Wealth Advisor II

Bachelor's degree in Economics/Finance or related field; CFP designation; strong financial planning knowledge; experience with planning software and Salesforce; clean U4.

Tax Advisor 

CPA required; 10+ years of individual and trust tax experience; bachelor's degree in accounting or finance; proficient with tax software; strong MS Office skills; highly organized and self-directed.

Client Service Associate

Minimum 3 years in client service; 3+ years of project management; able to learn quickly in a process-driven, fast-paced environment; excellent communication; proficient in MS Office.

Client Service Associate 

3+ years in client service; 3+ years in project management; strong communication; detail-oriented; proficient with Microsoft Office.

2-3 years in a client service role; 2-3 years in project management; proficient in Microsoft Office; strong communication; Salesforce and CRM familiarity preferred.

Associate Wealth Advisor

Registered representative (IAR); 4+ years client-facing financial services; two consecutive years as IAR with Series 65 or Series 7/66; Bachelor’s in Finance; pursuing CFP; prior sales/client-facing experience; strong communication and CRM skills.

Wealth Advisor Boca Raton or Ft. Lauderdale, FL

Bachelor’s in Economics, Finance, or related field; 5+ years as IAR with Series 65 or Series 7+66; must be registered representative with Series 65 or 7+66 for >=2 years; CFP preferred; CFA/CPA optional; strong financial planning knowledge; proficient with planning software and Salesforce; clean U4 required.

Business Development Wealth Advisor

10-15 years client-facing wealth planning experience; CFP/CPA/CFA/JD; Series 7/66 or Series 65; clean U4; experience with eMoney; bachelor's or master's in finance/accounting/tax.

Account Opening Specialist

2+ years service or support experience, preferably in financial services; strong communication, organizational skills; proficient in Microsoft Office; able to learn multiple systems.

Bachelor’s in Economics or Finance; 5+ years as IAR with Series 65 or Series 7+66; registered representative for at least 2 years; CFP or pursuit encouraged; experience with financial planning software and Salesforce; proficient with MS Office; clean U4.

Wealth Advisor Naples or Ft Myers FL 

Bachelor’s degree in Economics, Finance or related field; 5+ years as IAR with Series 65 or 7+66; registered representative with Series 65/7+66; CFP achieved or pursuing; proficient in financial planning; Salesforce experience; clean U4.

Bachelor’s in Economics, Finance or related field; Series 65, CFP or CFA; CFP or other industry designation; strong financial planning knowledge; experience with planning software; proficient in Microsoft Office and Salesforce; clean U4.

5+ years of client-facing comprehensive wealth planning experience; CFA/CPA/CFP/JD or equivalent; Series 7 & 66 or 65; strong financial planning and software skills.

10-15 years client-facing wealth planning experience; degree in finance/accounting/tax; credentials CFP/CPA/CFA/JD; active Series 7 & 66 or 65; clean Form U4; experience with eMoney.

Bachelor’s degree in Economics, Finance or related field; 5+ years as IAR with Series 65 or Series 7/66 combination; 2+ years as registered representative; CFP (achievable) or pursuing; strong financial planning knowledge and client service.

Wealth Advisor - Orlando, FL

Bachelor's in Economics or Finance; 5+ years as IAR with Series 65/7/66; registered representative with minimum years; CFP achieved; strong financial planning knowledge; Salesforce experience.

Title	Location	Date
Wealth Advisor Full Time · 5+ YOE Phoenix, Arizona, United States · Onsite	Phoenix, Arizona, United States Onsite	Apr 30, 2026
Wealth Advisor II Full Time Troy, Michigan, United States · Onsite	Troy, Michigan, United States Onsite	Apr 27, 2026
Tax Advisor Full Time · 10+ YOE Akron or Tampa or Mayfield Heights or Dublin or Cleveland · Onsite	Akron or Tampa or Mayfield Heights or Dublin or Cleveland Onsite	Apr 23, 2026
Client Service Associate Full Time · 3+ YOE Tampa, Florida, United States · Onsite	Tampa, Florida, United States Onsite	Apr 21, 2026
Client Service Associate Full Time · 3+ YOE Mayfield Heights, Ohio, United States · Onsite	Mayfield Heights, Ohio, United States Onsite	Apr 10, 2026
Client Service Associate Full Time · 2+ YOE Lehi or Cottonwood Heights · Onsite	Lehi or Cottonwood Heights Onsite	Mar 31, 2026
Associate Wealth Advisor Full Time · 4+ YOE Tampa, Florida, United States · Onsite	Tampa, Florida, United States Onsite	Mar 12, 2026
Wealth Advisor Boca Raton or Ft. Lauderdale, FL Full Time · 5+ YOE Mayfield Heights, Ohio, United States · Onsite	Mayfield Heights, Ohio, United States Onsite	Mar 12, 2026
Business Development Wealth Advisor Full Time · 10+ YOE Denver, California, United States · Onsite	Denver, California, United States Onsite	Mar 9, 2026
Account Opening Specialist Full Time · 2+ YOE Phoenix, Arizona, United States · Onsite	Phoenix, Arizona, United States Onsite	Mar 2, 2026
Wealth Advisor Boca Raton or Ft. Lauderdale, FL Full Time · 5+ YOE Boca Raton or Fort Lauderdale · Onsite	Boca Raton or Fort Lauderdale Onsite	Feb 23, 2026
Wealth Advisor Naples or Ft Myers FL Full Time · 5+ YOE Naples or Fort Myers · Hybrid	Naples or Fort Myers Hybrid	Jan 28, 2026
Wealth Advisor Full Time · $75K-$125K Berwyn, Pennsylvania, United States · Onsite	Berwyn, Pennsylvania, United States Onsite	Jan 23, 2026
Wealth Advisor Full Time · $110K-$185K · 5+ YOE Denver, Colorado, United States · Onsite	Denver, Colorado, United States Onsite	Jan 22, 2026
Business Development Wealth Advisor Full Time · $150K-$300K · 10+ YOE Denver, Colorado, United States · Onsite	Denver, Colorado, United States Onsite	Jan 22, 2026
Wealth Advisor Full Time · 5+ YOE Tampa or Orlando or Vero Beach · Onsite	Tampa or Orlando or Vero Beach Onsite	Nov 19, 2025
Wealth Advisor - Orlando, FL Full Time · 5+ YOE Orlando, Florida, United States · Onsite	Orlando, Florida, United States Onsite	Oct 27, 2025

Activities	wealth managementinvestment advisoryfinancial planningestate planningretirement planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Sequoia Financial Group
Employees	430
Type	Private
Subsidiaries	Sequoia SentinelCarlson Capital ManagementSterling Financial GroupZeke Capital AdvisorsCirrus Wealth Management
Tagline	Provides wealth management and financial planning services.
Founded	1,991
Website	sequoia-financial.com
Latest Funding Round	Series A
Latest Funding Year	2,022
Latest Funding Amount	200,000,000
Latest Investors	Valeas Capital Partners

Sequoia Financial Group

About Sequoia Financial Group