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Sequoia Financial Group Jobs (NOW HIRING)

Sequoia Financial Group

$125 - $150/hr

The Tax Advisor is a senior‑level individual contributor on Sequoia Financial Group's Tax Team who operates at the intersection of hands‑on tax compliance and strategic client‑facing advisory ...

Sequoia Financial Group

Tax Advisor

Akron, OH · On-site

$125 - $150/hr

The Tax Advisor is a senior‑level individual contributor on Sequoia Financial Group's Tax Team who operates at the intersection of hands‑on tax compliance and strategic client‑facing advisory ...

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

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All JobsFinance and Insurance JobsSequoia Financial Group Jobs

Sequoia Financial Group information

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$18K

$60.3K

$130.5K

How much do sequoia financial group jobs pay per year?

As of Sep 7, 2026, the average yearly pay for sequoia financial group in the United States is $60,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is Sequoia Financial Group?

Sequoia Financial Group is a wealth management firm that provides comprehensive financial planning and investment advisory services to individuals, families, and businesses. Their services typically include retirement planning, tax strategies, estate planning, and portfolio management. The firm aims to help clients achieve their financial goals by offering personalized and holistic advice. Sequoia Financial Group works with a team of experienced advisors to deliver tailored solutions that fit each client’s unique needs.

What types of clients do professionals at Sequoia Financial Group typically work with?

At Sequoia Financial Group, professionals commonly work with a diverse client base, including high-net-worth individuals, business owners, and families seeking comprehensive financial planning and wealth management services. This client diversity means that daily responsibilities often involve personalized financial analysis, portfolio management, and frequent client communication to address unique goals and changing needs. Team members collaborate closely with colleagues across departments such as tax, estate planning, and investment management to deliver integrated solutions. This collaborative, client-centric environment fosters continuous learning and allows professionals to deepen their expertise in multiple areas of financial services.

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

To thrive as a Financial Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a relevant degree and certifications like the CFP (Certified Financial Planner). Familiarity with financial analysis tools, CRM software, and portfolio management platforms is essential. Exceptional interpersonal skills, trustworthiness, and effective communication set top advisors apart in building and maintaining client relationships. These competencies are vital for providing sound financial guidance and ensuring long-term client satisfaction and retention.

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

AspectSequoia Financial GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often preferred
Work EnvironmentFinancial firms, offices, client meetingsFinancial firms, offices, client meetings
Industry UsageFinancial services, wealth managementFinancial services, wealth management
Primary RoleProviding financial planning and investment adviceProviding financial planning and investment advice

Sequoia Financial Group and Financial Advisor roles share similar credentials, work environments, and industry usage. The main difference lies in Sequoia Financial Group being a specific firm, whereas Financial Advisor is a general job title across many firms. Both focus on client financial planning and investment management, making them closely related in the financial services industry.

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Sequoia Financial Group jobs near you
Infographic showing various 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 $60,262 per year, or $29 per hour.

Strategic CFO -- Growth, Margin & M&A Leader (Akron)

Sequoia Financial Group

Akron, OH • On-site

Full-time

Re-posted 3 days ago

Job description

Sequoia Financial Group in Northeast Ohio seeks a CFO to lead the finance function across multiple entities, align strategy with growth goals, and translate numbers into a narrative that guides executives and boards.

Reporting to the President, this role shapes annual planning, FP&A, performance reporting, capital management, and advisor/workforce planning, with a focus on EBITDA expansion, cost discipline, and scalable governance to support Vision 2030.

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