Senior Wealth Advisor: Client & Planning Lead

Sequoia Financial Group, a growing Registered Investment Advisor in Northeast Ohio, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will coordinate with the Wealth Planning Department, manage data collection, and prepare asset management reports for clients.

The role emphasizes portfolio growth, client retention, and scalable service across complex client relationships. CFP and 5+ years’ advisory experience are preferred.

We have an opening for a Senior Wealth Advisor:
Client Growth & Planning Lead in Akron, OH, United States within Finance, Sales.

This role, Senior Wealth Advisor:
Client Growth & Planning Lead at Sequoia Financial Group, could be your next move.

Are you ready to take on the Senior Wealth Advisor:
Client Growth & Planning Lead role at Sequoia Financial Group?

We would love to welcome a new Senior Wealth Advisor:
Client Growth & Planning Lead to our group in Akron, OH, United States.