UHNW Wealth & Portfolio Analyst
Job in
Devon, Chester County, Pennsylvania, 19333, USA
Listed on 2026-07-11
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Sequoia Financial Group seeks a focused and experienced wealth management professional to join our Sentinel team serving UHNW families. You will support investment analyses, client engagements, and portfolio decisions aligned with goals and tax considerations.
The role emphasizes deep markets knowledge, clear communication, and the ability to navigate complex ownership structures while coordinating with investment research and advisors across a national footprint.
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