Sequoia Financial Group is seeking a Wealth Advisor in Bismarck, ND, to strengthen their client engagement with Eide Bailly. Ideal candidates will possess over 5 years of wealth planning experience and knowledge of comprehensive financial planning.Responsibilities include managing client relationships, delivering financial solutions, and utilizing Salesforce for documentation. Candidates should hold a relevant bachelor's degree and professional credentials like CFP or CPA.#J-18808-Ljbffr
Sequoia Financial Group is a growing investment advisory firm offering financial planning and wealth management services for individuals and corporations. As a Registered Investment Advisor (RIA), we are part of the industry’s fastest growing segment. Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and fervent client service. Our mission is to help our clients get what they want out of life—and we’re passionate about it. As a premier independent financial advisor, our salaried, non-commission professionals have access to a variety of investment solutions and resources. That means our recommendations are based solely on what works best for the client, not us.