Strategic Portfolio Advisor
Sequoia Financial Group Llc
Sequoia Financial Group is a growing Registered Investment Advisor (RIA) with a client-first mission. The Portfolio Strategist supports regional advisors by validating investment needs, presenting complex solutions, and driving platform adoption for enhanced client outcomes. You will educate advisors on Sequoia's investment platform, participate in prospect and client meetings, and collaborate with Investment Implementation and Operations teams to ensure smooth transitions and ongoing portfolio #J-18808-Ljbffr Sequoia Financial Group Llc
Vacancy posted 2 days ago
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