Wealth Management Analyst
Sequoia Financial Group
- Salary
- $55k - $70k
- Location
- Akron or Westlake or Mayfield Heights or Troy or Phoenix or Houston or Boulder or Burlington
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Salesforce
About the role
Bachelor's degree; willingness to pursue CFP or CFA; strong MS Office skills; 1-3 years relevant experience preferred; Series 65 preferred; financial industry knowledge preferred.
About Sequoia Financial Group
Majority employee-owned wealth manager serving individuals and families with financial planning, investment, tax, retirement, and estate services.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.
