Senior Wealth Advisor: Growth, Planning & Client Impact
Sequoia Financial Group
Sequoia Financial Group is seeking a Wealth Advisor in Northeast Ohio to deliver comprehensive financial planning and wealth management services. You will collaborate with service team members to develop client relationship plans, aiming to enrich lives, earn trust, and deliver results. The role emphasizes portfolio growth, client retention, and scalable client service across complex accounts. The position requires a Bachelor’s in Economics or Finance, CFP (or 5+ years of advisory experience), #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 1 day ago
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