Wealth Advisor in Training: into Lead Client Planner
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Sequoia Financial Group in Tampa, FL seeks an Associate Wealth Advisor in a developmental role designed to evolve into a Wealth Advisor within two to three years. You will support Advisors, perform research, prepare materials, and help manage client relationships while acquiring CFP-type credentials.
Ideal candidates have a finance degree, prior client-facing experience, and are eager to learn financial planning concepts, with access to mentorship and structured training.
Step into the Wealth Advisor in Training:
Grow into a Lead Client Planner role at Sequoia Financial Group in Tampa, FL, United States and grow with us.
We invite applications for the Wealth Advisor in Training:
Grow into a Lead Client Planner position located in Tampa, FL, United States.
The following role is for a Wealth Advisor in Training:
Grow into a Lead Client Planner with Sequoia Financial Group.
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