Careers at Sequoia Wealth
At Sequoia Wealth we understand that whom you work with is just as important to you as where you work. Our broad-minded approach allows you the the freedom to pursue both your personal and professional interests.
Working with us, you’ll enjoy autonomy, team support and the opportunity to offer finely-tuned, individualized services that are uniquely tailored to the needs of your clients.
Located in Palm Springs, California, we offer an alternative for registered investment advisors who are looking for something different from the large firm environment.
Requisite skills and credentials include either Series 65, Series 7 and Series 66 registrations, or CFA certification. Candidates must have successfully built a book of business.
Also required are strong written and communication skills, as well as proficiency in word processing, presentation and spreadsheet software. We are both Mac and PC based for the convenience of our advisors. Compensation is tied to your book. Advisors with a significant client base are compensated accordingly.
If you have the skills and enthusiasm to build your business in an intimate and focused environment, please contact Craig Ferree at 760-979-5127 or forward your resume to firstname.lastname@example.org. We look forward to hearing from you.
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