Portfolio Strategist - Client & Advisor
Job in
Mayfield Heights, Cuyahoga County, Ohio, USA
Listed on 2026-07-07
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sequoia Financial Group Llc is seeking a Portfolio Strategist to join their Investment Operations Team in Mayfield Heights, Ohio. The role involves partnering with advisors, managing complex client portfolios, and developing investment proposals to enhance client relationships.
The successful candidate will have at least five years of experience as a Registered Investment Advisor, with strong skills in portfolio management and investment analysis. A commitment to integrity and teamwork is essential in our mission to enrich lives.
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