Sequoia Financial Group Jobs in United States

HR Business Partner · At Sequoia Financial Group, we are built to help you build a career as a long-term contributor in our work to enrich lives for generations. · The HR Business Partner is an integral part of the Organizational Development team. They have a comprehensive unders ...

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. · ...

We are seeking a talented presentation design specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations. · ...

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 throu ...

At Sequoia Financial Group, we enrich lives through financial planning and wealth management services. Our purpose is guided by core values: Integrity, where honesty and consistency serve our clients; Passion, driving us to continually enhance our abilities; and Teamwork, putting ...

The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings... · ...

Summary Of The Position · The Client Service Training and Integration Specialist is a member of the Client Service organization and plays a critical role in supporting Sequoia's growth through mergers, acquisitions, and new hires. This role is responsible for training Client Serv ...

The Merger Training Advisor plays a critical role in supporting the successful integration of newly acquired firms. · ...

We are seeking a Wealth Advisor with 5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. · ...

Client Service Associate · We are seeking a motivated and self-starting team player to join our firm in the role of Client Service Associate. The ideal candidate will have a passion for delivering exceptional client experiences, strong communication skills, and the ability to wor ...

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously o ...

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 throu ...

A Registered Investment Advisor in Akron, OH is looking for a Senior Compliance Specialist to enhance their RIA Compliance program. The ideal candidate should have over 10 years of compliance experience, a strong understanding of securities regulations, and excellent communicatio ...

Summary of the position · The Client Service Training and Integration Specialist is a member of the Client Service organization and plays a critical role in supporting Sequoia's growth through mergers, acquisitions, and new hires. This role is responsible for training Client Ser ...

Sequoia Sentinel Financial Advisor Position · Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for experienced financial professionals. Specializing in serving ultra-high-net-worth families with $25M+ ...

We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. · ...

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously o ...

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 throu ...

Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique ...

Role Summary · Wealth Advisor at Sequoia Financial Group seeks highly motivated individual to join team and provide exceptional financial and investment planning services to clients. This client-facing role involves collaborating with service team members to develop and execute c ...