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Senior Wealth Strategy Architect
Job in
Midvale, Salt Lake County, Utah, 84047, USA
Listed on 2026-08-18
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and be an integral member of the client advisory team. This role will be the primary point of communication for Private Wealth and channel partner clients.
They will collaborate with other team members to exceed client expectations and deliver planning recommendations aligned with Sequoia’s philosophy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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