Wealth Advisor
Sequoia Financial Group
- Experience
- 5+ yrs
- Location
- Akron or Mayfield Heights or Westlake
- Job type
- Full-time
Required skills
- Microsoft Office
- Salesforce
About the role
Bachelor's degree in Economics, Finance or related field; CFP and 5 years' experience, or 7 years' client-facing advisory experience with RIA firm; clean Form U4; financial planning software and Salesforce proficiency.
About Sequoia Financial Group
Majority employee-owned wealth manager serving individuals and families with financial planning, investment, tax, retirement, and estate services.
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