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Wealth Planner: Collaborate Strategic Financial Plans
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-06-03
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Sequoia Financial Group in Akron, Ohio seeks a motivated Wealth Planner to join their Wealth Planning Department. The ideal candidate will prepare comprehensive financial plans and work with client-facing advisors to deliver excellent financial services.
Applicants should have a bachelor's degree in Financial Planning or Finance, a strong technical background in financial planning, and experience with financial planning software. This role supports strategic financial advice including retirement, education, and estate planning.
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