Remote Jobs at Sequoia Financial Group

Sequoia Financial Group

201 - 500 employees

Founded 1991

💸 Finance

👥 B2C

💰 $200M Private Equity Round - Sequoia Financial Group on 2022-10

Finance • B2C

Sequoia Financial Group is a wealth management and family office firm that provides integrated, fiduciary-focused financial planning and investment advisory services to individuals, families, and families of exceptional means. Its offerings include investment management, retirement planning, estate planning, tax planning, risk management, charitable giving, and specialized planning for business owners, executives, first responders, physicians, and families with special-needs members. Sequoia operates across the United States, delivers both in-person and virtual advice, and provides investment advisory services through its SEC-registered subsidiary Sequoia Financial Advisors, LLC.