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Senior Wealth Strategist — Private Wealth Planning
Job in
Cottonwood Heights, Salt Lake County, Utah, USA
Listed on 2026-09-01
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sequoia Financial Group is seeking a Wealth Strategist in Cottonwood Heights, UT. This full-time position involves constructing complex financial plans and collaborating with clients and team members. The ideal candidate will have a Bachelor's degree in Financial Planning or Finance, a CFP® certification, and 10 years of experience in the financial planning field.
The role requires excellent communication abilities and strong analytical skills to advise clients effectively. Join Sequoia to enrich lives through strategic financial management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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