Investment Proposals & Onboarding Specialist
Sequoia Financial Group Llc
Sequoia Financial Group in Dublin, OH is seeking an Implementation & Proposal Analyst to join our Investment Implementation team. You will serve as the subject matter expert on investment proposals, owning the proposal methodology, standards, and technology used to translate advisor input into a recommended allocation. The role involves building proposals, modeling tax and transition impacts, training others, maintaining templates, and coordinating with Compliance, Marketing, and Portfolio #J-18808-Ljbffr Sequoia Financial Group Llc
Vacancy posted 4 days ago
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