Wealth Management Analyst Rotations — CFP Path
Sequoia Financial Group
Sequoia Financial Group in Northeast Ohio offers a growing Wealth Management Analyst program designed to train and develop Financial Advisors through an 18-month rotation. This role emphasizes hands-on learning, CFP/CFA certification pursuit, and exposure to sales proposal support. Analysts participate in rotations across Wealth Planning, Asset Management, and Advisor Support, with in-office work and a hybrid arrangement after six months. #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 12 hours ago
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