Senior Wealth Advisor - Client Growth & Planning
sequoia financial groupDublin, OH
Senior Wealth Advisor - Client Growth & Planning
L5
sequoia financial groupDublin, OH10 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesSequoia 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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Level
SeniorL5
Location
Dublin, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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