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Senior Wealth Strategist

Sequoia Financial Group

Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging a strong wealth planning background and fiduciary-grade planning philosophy to deliver tailored recommendations. #J-18808-Ljbffr

Vacancy posted 2 days ago
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