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Description
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, and financial planning services that are delivered to our clients.
Requirements
Full Time
$63k-79k (estimate)
02/23/2023
06/20/2024
ceosequoia-financial.com
Akron, OH
<25
The job skills required for Wealth Planner include Analysis, Planning, Problem Solving, Integrity, Financial Planning, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Planner positions, which can be used as a reference in future career path planning. As a Wealth Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planner. You can explore the career advancement for a Wealth Planner below and select your interested title to get hiring information.