Wealth Management Professional

4 weeks ago


Akron, Ohio, United States Sequoia Financial Group Full time
Sequoia Financial Group: A Leader in Wealth Management

At Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a Wealth Advisor, you will play a critical role in helping us achieve our mission to enrich lives.

Key Responsibilities:
  • Manage client relationships and develop comprehensive financial plans
  • Provide expert advice on asset management, financial planning, and estate planning
  • Collaborate with internal teams to deliver exceptional client service
  • Utilize Salesforce to document and process client data
  • Develop and maintain technical expertise in financial planning and wealth management
Requirements:
  • Bachelor's degree in Economics, Finance, or related field
  • CFP certification and 5 years of experience in financial planning or wealth management
  • Strong communication and organizational skills
  • Ability to work independently and as part of a team
Competencies:
  • Strong analytical and problem-solving skills
  • Ability to find creative solutions to complex problems
  • Excellent communication and interpersonal skills
  • Commitment to delivering exceptional client service

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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