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Wealth Advisor: Holistic Planning & Client Impact
Job in
Bismarck, Burleigh County, North Dakota, 58502, USA
Listed on 2026-08-02
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sequoia Financial Group is seeking a Wealth Advisor in Bismarck, ND, to strengthen their client engagement with Eide Bailly. Ideal candidates will possess over 5 years of wealth planning experience and knowledge of comprehensive financial planning.
Responsibilities include managing client relationships, delivering financial solutions, and utilizing Salesforce for documentation. Candidates should hold a relevant bachelor's degree and professional credentials like CFP or CPA.
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