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Wealth Planning Specialist
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-07-04
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sequoia Financial Group Llc seeks a motivated Wealth Planner to join their team in Akron, OH. The role involves preparing comprehensive financial plans and collaborating with advisors to deliver excellent client services.
The ideal candidate will have a Bachelor’s degree in Financial Planning or Finance, a CFP certificate, and 3-5 years of experience in financial planning. Strong technical knowledge and the ability to work autonomously are essential. Sequoia offers an enriching workplace culture focused on teamwork and integrity.
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