Advisor-Focused Portfolio Strategist
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-09-02
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sequoia Financial Group, headquartered in Northeast Ohio, is seeking a Portfolio Strategist to serve as the investment resource for an advisor base. You will support business development, deliver presentations, and ensure platform adoption across advisors.
The role emphasizes fiduciary investment design, strong communication and presentation skills, and regular travel to client meetings and COIs across the region.
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