Wealth Planner: Strategic Financial Planning Expert
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
Sequoia Financial Group in Northeast Ohio seeks a Wealth Planner to prepare comprehensive financial plans and modular analyses, working with client-facing advisors to deliver retirement, education, estate and other planning services.
The role supports advisors, gathers data, analyzes plans, and develops technical wealth planning resources. Location options include Akron, Mayfield, or Westlake, OH (coming Q4).
This posting is for the Wealth Planner:
Strategic Financial Planning Expert role at Sequoia Financial Group, based in Akron, OH, United States.
For the Wealth Planner:
Strategic Financial Planning Expert position at Sequoia Financial Group, we are reviewing applications now.
Step into the Wealth Planner:
Strategic Financial Planning Expert role at Sequoia Financial Group in Akron, OH, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).