Wealth Planner

Job overview

The Wealth Planner role is onsite in Tampa, FL. Compensation is not specified. Sequoia Financial Group provides financial planning and wealth management services and describes its purpose as enriching lives. The planner prepares comprehensive financial plans and analyses, develops technical planning advice and resources, and supports client-facing advisors. The role helps advisors deliver informed recommendations across retirement, education, insurance, estate, business succession, philanthropic, and other planning needs.

What you'll do

• Gather client data with advisors
• enter information into financial planning software
• produce analytical reports
• identify and recommend planning strategies
• support advisors in creating financial plans
• answer technical planning questions
• develop expertise in an agreed technical area or client segment
• assist with planning technology, training, and data-gathering projects.

What we're looking for

Skills & competencies

wealth planner

full-time

tampa fl

sequoia financial group

financial planning

wealth management

cfp®

retirement planning

estate planning

insurance planning

client advisor support

10–20% travel

Work arrangement

• Weekend coverage required

Why this role

Requires a CFP® certificate held for more than five years and at least five years of comprehensive financial planning experience; occasional travel within two hours of Tampa, estimated at 10–20% of time.

About the employer

Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.