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Strategic Portfolio Advisor
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-08-18
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management, Financial Sales
Job Description & How to Apply Below
Sequoia Financial Group is a growing Registered Investment Advisor (RIA) with a client-first mission. The Portfolio Strategist supports regional advisors by validating investment needs, presenting complex solutions, and driving platform adoption for enhanced client outcomes.
You will educate advisors on Sequoia's investment platform, participate in prospect and client meetings, and collaborate with Investment Implementation and Operations teams to ensure smooth transitions and ongoing portfolio
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