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Senior Wealth Advisor - Client Growth & Planning

L5

sequoia financial groupDublin, OH10 days ago
Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans, aiming to enrich lives, earn trust, and deliver measurable results. This position focuses on portfolio growth, client retention, and scalable service across clients of varying complexity, while working with the Wealth
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Dublin, OH

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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