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Senior Wealth Advisor CPA Relationships & Growth
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-11-04
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient in complex wealth strategies. This full-time role requires strong communication skills and the ability to simplify issues for clients, focusing on high-quality service and teamwork.
Consider building your career as a Senior Wealth Advisor for CPA Relationships & Growth at Sequoia Financial Group. Step into the Senior Wealth Advisor for CPA Relationships & Growth role at Sequoia Financial Group in Phoenix, AZ, United States and grow with us. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
Position Requirements
10+ Years
work experience
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