Family Office Portfolio Strategist
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-07-14
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sequoia Financial Group in Berwyn, PA seeks a detailed, client-focused wealth/investment professional to join the Sentinel team serving Family Wealth and Family Office clients. You will align investment strategy with client goals and clearly communicate portfolio decisions.
The role requires 3-5 years of wealth management experience, strong Excel skills, and solid knowledge of public and private markets. Based in the Northeast, you will collaborate across advisory, research, and operations to
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