Investment Proposals & Onboarding Analyst
Listed on 2026-10-17
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant -
Business
Financial Analyst, Financial Advisor / Consultant
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.
As a Investment Proposals & Onboarding Analyst, you will play an important part at Sequoia Financial Group in Dublin, OH, United States.
This opportunity is part of our work in Finance, Consulting.
The advertised compensation is 80..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Proposals & Onboarding Analyst role in the description above.
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