Senior Wealth Advisor - Client & Planning
Listed on 2026-10-11
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans, aiming to enrich lives, earn trust, and deliver measurable results.
This position focuses on portfolio growth, client retention, and scalable service across clients of varying complexity, while working with the Wealth
The following opening is for a Senior Wealth Advisor
- Client Growth & Planning with Sequoia Financial Group.
Learn more about the Senior Wealth Advisor
- Client Growth & Planning role in the description above.
We appreciate your interest in this position.
Join Sequoia Financial Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(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).