Family Office Portfolio Strategist
Sequoia Financial Group
Sequoia Financial Group in Berwyn, PA seeks a detailed, client-focused wealth/investment professional to join the Sentinel team serving Family Wealth and Family Office clients. You will align investment strategy with client goals and clearly communicate portfolio decisions. The role requires 3-5 years of wealth management experience, strong Excel skills, and solid knowledge of public and private markets. Based in the Northeast, you will collaborate across advisory, research, and operations to #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 2 days ago
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