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Is Sequoia the Right Fit for You

Our Advisors

At Sequoia Financial Network, our advisors are accomplished men and women seeking a higher level of services and support for their businesses than they would receive by establishing their own independent practice. Advisors seeking to join the Sequoia Financial Network typically:

  • Rank among the Top 1% of their peers, based on production
  • Are highly experienced and credentialed within their disciplines (including CFP®, AIF®, CLU®, and ChFC® designations, among others)
  • Focus on financial and investment planning
  • Are passionate about placing client interests first
  • Appreciate access to peer insight and perspective
  • Seek a culture that values trust, respect, collaboration and professionalism

Through the Sequoia Financial Network, your independence takes on a new dimension of freedom and flexibility.

Our dynamic, collaborative environment is designed to support your vision of business success. We offer an exciting opportunity to run your own independent practice, within a forward-thinking culture emphasizing advocacy and shared support.

We are strategically focused on building and promoting a network of successful advisors. Through sharing best practices, leveraging business expenses, and providing access to group benefits and more, we strive to make this important transition as practical, cost-effective and simplified as possible.

Our culture embraces advocacy, inclusion and support. While Sequoia Financial Network enables you to serve your clients in the manner you decide is best, with the advice, investments, and services that you determine are most appropriate, you are never alone. We are committed to providing the level of attention, peer interaction, assistance and mentorship you require, whenever you need it.