Wealth Planner: Collaborate on Strategic Financial Plans
Sequoia Financial Group
Sequoia Financial Group in Akron, Ohio seeks a motivated Wealth Planner to join their Wealth Planning Department. The ideal candidate will prepare comprehensive financial plans and work with client-facing advisors to deliver excellent financial services. Applicants should have a bachelor's degree in Financial Planning or Finance, a strong technical background in financial planning, and experience with financial planning software. This role supports strategic financial advice including retirement, education, and estate planning. #J-18808-Ljbffr
Vacancy posted 4 days ago
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