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Investment Proposals & Onboarding Analyst
Job in
Dublin, Franklin County, Ohio, 43016, USA
Listed on 2026-09-07
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Sequoia Financial Group, a growing registered investment advisor headquartered in Northeast Ohio, is seeking an Implementation & Proposal Analyst in Dublin, OH. You will own investment proposals, translate advisor input into allocations, and model tax/transition impacts to deliver client-ready plans.
The role supports onboarding and ongoing implementation, trains teammates, and partners with Portfolio Strategists and Investment Research to refine workflows. Hybrid work arrangement.
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