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Remote Sequoia Financial Group Jobs (NOW HIRING)

Spieldenner Financial Group

Remote Sales

Albany, NY · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is hiring motivated individuals to help families protect their income ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities ...

Spieldenner Financial Group

Remote Sales

Charleston, WV · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is hiring motivated individuals to help families protect their income ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities ...

Spieldenner Financial Group

Remote Sales

Bend, OR · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

Spieldenner Financial Group

Sales (Remote)

Chandler, AZ · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

Spieldenner Financial Group

Remote Sales

Abilene, TX · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

Spieldenner Financial Group

Remote Sales

Midland, MI · On-site +1

$10K - $20K/wk

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

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All JobsFinance and Insurance JobsRemote Sequoia Financial Group Jobs

Remote Sequoia Financial Group information

See salary details

$61K

$121K

$157.5K

How much do remote sequoia financial group jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote sequoia financial group in the United States is $121,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,500.00 and $138,500.00 per year, depending on experience, location, and employer.

What is a remote Sequoia Financial Group employee?

A Remote Sequoia Financial Group employee is someone who works for Sequoia Financial Group, a wealth management and financial advisory firm, from a remote location rather than at a physical office. These roles can include financial advisors, client service associates, analysts, and other support staff. Remote employees use digital tools to collaborate with teams and serve clients, allowing for flexibility in work location. This setup enables Sequoia Financial Group to attract talent from a wider geographic area and provide services to clients efficiently.

What are the key skills and qualifications needed to thrive as a remote financial advisor at Sequoia Financial Group?

To thrive as a Remote Financial Advisor at Sequoia Financial Group, you need a solid background in finance, investment strategies, and financial planning, usually supported by a relevant degree and certifications such as CFP or Series 65. Proficiency with financial planning software, CRM systems, and secure communication tools is essential for managing client portfolios remotely. Excellent interpersonal skills, self-motivation, and strong virtual communication abilities help you build trust and maintain relationships with clients online. These skills and qualities are crucial for delivering high-quality, compliant financial advice and fostering lasting client loyalty in a remote work environment.

What are some common challenges remote employees at Sequoia Financial Group may face, and how does the company help address them?

Remote employees at Sequoia Financial Group may encounter challenges such as maintaining clear communication with colleagues, staying engaged with the team, and managing work-life balance. To address these, the company typically provides robust digital collaboration tools, regular virtual meetings, and dedicated support from managers to ensure everyone feels connected. Sequoia Financial Group also encourages open feedback, offers training on remote best practices, and fosters a collaborative culture to help remote workers thrive.

What is the difference between Remote Sequoia Financial Group vs Remote Financial Advisor?

AspectRemote Sequoia Financial GroupRemote Financial Advisor
CredentialsCFP, Series 7/66, or equivalentCFP, Series 7/66, or equivalent
Work EnvironmentRemote, client-facing, team collaborationRemote, client-facing, independent or team-based
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Remote Sequoia Financial Group and Remote Financial Advisor roles both require similar credentials and operate primarily in the financial services industry. While Sequoia may focus more on wealth management and client relationships, the Financial Advisor role is broader, encompassing various client financial planning services. Both positions are remote and involve client interaction, but Sequoia may emphasize team collaboration within a structured firm environment.

More about Remote Sequoia Financial Group jobs

What cities are hiring for Remote Sequoia Financial Group jobs?

Cities with the most Remote Sequoia Financial Group job openings:

What are the most commonly searched types of Sequoia Financial Group jobs?

The most popular types of Sequoia Financial Group jobs are:

What states have the most Remote Sequoia Financial Group jobs?

States with the most job openings for Remote Sequoia Financial Group jobs include:

What job categories do people searching Remote Sequoia Financial Group jobs look for?

The top searched job categories for Remote Sequoia Financial Group jobs are:

Remote Sequoia Financial Group jobs near you
Infographic showing various Remote Sequoia Financial Group job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $121,012 per year, or $58.2 per hour.

Associate - Clearwater Financial Group

Thrivent Financial

Remote

Full-time

Posted 3 days ago

New

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

This position provides licensed financial and non-financial support to Clearwater Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
This is remote position and individual must reside in either the Pacific, Mountain or Central Time Zone.

Position Roles/Responsibilities/Accountabilities

  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
  • Facilitate and/or co-present product specific seminars and/or workshops as necessary
  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
  • Participate in business planning for the Practice as needed
  • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
  • Open and complete product applications
  • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
  • Obtain member/customer financial and/or suitability information
  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Assist Financial Advisors in the preparation and follow up for the member/customer meetings
  • Collaborate with Financial Advisors to assist client with product changes
  • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
  • Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

  • Previous administrative/secretarial experience desired.
  • Must be securities registered (series 7 & 66 or 6 & 63).
  • Must be appropriately insurance licensed/appointed for sale of all life/health and variable products.
  • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for Clearwater Financial Group. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
  • Demonstrated customer service orientation/experience, 2+ years preferred.
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
  • Ability to maintain integrity of sensitive/confidential information.
  • Basic understanding of Clearwater Financial Group, our products and services, and Thrivent Financial.

Competencies

  • Planning/Organizing
  • Analytical thinker
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the Clearwater Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Clearwater Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency





Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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