Investment Platform Strategist for Advisor Growth
Job in
Dublin, Franklin County, Ohio, 43016, USA
Listed on 2026-08-18
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Sequoia Financial Group, a growing Registered Investment Advisor based in Northeast Ohio, seeks a Portfolio Strategist to partner with regional advisors, win new business, and deepen client relationships.
You will educate advisors on Sequoia's investment platform, collaborate with the Investment Implementation team, and drive adoption across the advisor base, while delivering clear, fiduciary investment guidance.
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