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Senior Wealth Strategist

Sequoia Financial Group Llc

Sequoia Financial Group is a growing Registered Investment Advisor dedicated to enriching lives through comprehensive wealth planning and advisory services. The Wealth Strategist will lead complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partner clients. Collaborate with the advisory team to develop and deliver sophisticated planning strategies, ensuring alignment with Sequoia’s philosophy and client objectives. #J-18808-Ljbffr Sequoia Financial Group Llc

Vacancy posted more than 2 months ago

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