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Wealth Planner | Comprehensive Financial Planning Pro
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-05-29
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-05-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Sequoia Financial Group Llc is looking for a motivated Wealth Planner to join our team in Phoenix, Arizona. This role involves preparing comprehensive financial plans, working closely with advisors, and providing technical wealth planning advice in areas such as retirement, education, and insurance.
The ideal candidate has a Bachelor's degree in Financial Planning or Finance, a CFP® certificate, and 3-5 years of relevant experience. Sequoia offers a supportive environment for professional growth.
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