Associate Wealth Advisor — Path
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Sequoia Financial Group, a growing Registered Investment Advisor, seeks an Associate Wealth Advisor in Florida to support the Advisor team, learn wealth planning, and progressively take on smaller, less complex cases.
The role emphasizes relationship-building, research, presentations, and data handling; the candidate should have 4+ years client-facing experience, be pursuing CFP certification or hold Series licenses, and be ready to enroll in CFP certification.
Are you ready to take on the Associate Wealth Advisor — Growth Path role at Sequoia Financial Group?
This is an excellent opportunity to take on the Associate Wealth Advisor — Growth Path role at Sequoia Financial Group.
As a Associate Wealth Advisor — Growth Path, you will play an important part at Sequoia Financial Group in Tampa, FL, United States.
We invite applications for the Associate Wealth Advisor — Growth Path position located in Tampa, FL, United States.
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