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Sequoia Financial Group Jobs (NOW HIRING)

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/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 Planner

Cleveland, OH · On-site

$52K - $71K/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 Planner

Denver, CO · On-site

$55K - $75K/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 Strategist

Phoenix, AZ · On-site

$110K - $143K/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 Strategist

Denver, CO · On-site

$124K - $161K/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 Strategist

Midvale, UT · On-site

$114K - $148K/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

Bismarck, ND · On-site

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm ...

Sequoia Financial Group Llc

Wealth Advisor

Tampa, FL · 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 ...

Sequoia Financial Group Llc

Wealth Advisor

Fargo, ND · On-site

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm ...

New

Sequoia Financial Group Llc

Wealth Advisor

Phoenix, AZ · On-site

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm ...

Freed

Group Account Manager

San Francisco, CA · On-site

$120K - $200K/yr

Made thousands of clinicians happier With the backing of Sequoia Capital and other world-class VC ... Unlimited PTO * 401(k) plan to support your long-term financial goals * Commuter stipend for our ...

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Sequoia Financial Group information

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$60.3K

$130.5K

How much do sequoia financial group jobs pay per year?

As of Jun 10, 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 are the key skills and qualifications needed to thrive as a Financial Advisor at Sequoia Financial Group, and why are they important?

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.

What types of clients do professionals at Sequoia Financial Group typically work with, and how does this impact daily responsibilities?

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 is Sequoia Financial Group and what do they do?

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.
More about Sequoia Financial Group jobs
What are the most commonly searched types of Sequoia Financial Group jobs? The most popular types of Sequoia Financial Group jobs are:
What job categories do people searching Sequoia Financial Group jobs look for? The top searched job categories for Sequoia Financial Group jobs are:
Sequoia Financial Group jobs near you
Wealth Planner

Wealth Planner

Sequoia Financial Group Llc

Cleveland, OH • On-site

$52K - $71K/yr

Full-time

Posted 18 days ago

Job description

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 singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
    • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
    • Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. This role will be located in any of our Northeast Ohio offices, Akron, Mayfield or Westlake, OH (coming Q4).

Responsibilities
  • This position interacts with advisors to gather data for the initial plan or plan review
  • Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience.
  • Serve as an ongoing resource to client facing advisors to answer technical planning questions.
  • Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.
  • Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.
Required Skills/Experience
  • Bachelor’s degree - prefer a degree in Financial Planning or Finance
  • CFP® certificate or advanced credential in related practice area (ex., JD, CPA)
  • 3-5 years+ experience in financial planning
  • Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life
  • Experience working with financial planning software
  • Competency with Microsoft Office products
Preferred Skills/Experience
  • 7-10 years' experience a plus
  • Experience with eMoney software a plus
  • Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.
Competencies
  • Excellent analytical and problem-solving skills
  • Excellent written and oral communications skills
  • Self-starter and ability to function with autonomy
  • Keen attention to detail
  • Ability to prioritize multiple concurrent tasks and adhere to established deadlines
  • Adaptable and able to work collaboratively
  • Client service orientation