Sequoia Financial Group Llc Jobs in United States

The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. · This position will support a team of professionals in Fairlawn, OH. Responsibilities include but are not limited to:Maintain and organize ...

We are seeking a highly motivated, self-starting and detail-oriented Client Service Associate to join our team. This role is integral to delivering a white-glove concierge-level experience to clients and the entire client team. · This position will support a team of Financial Adv ...

We exist with a singular purpose: to enrich lives. Our core values are Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. · Role Overview · Lead enterprise-wide AI discovery and predictive modeling to identify ...

The Associate Wealth Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a Wealth Advisor at Sequoia. · ...

+ Develop and implement a firm-wide learning and development strategy aligned with business goals and team development needs. · + Build a scalable framework for onboarding, skills development, career progression, and leadership readiness. · + Serve as a strategic thought partner ...

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 Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, · ...

We seek an experienced advisor with an established track record of business development success to work in a team-based practice and contribute to our growing Houston office. · This position will originate and acquire new clients, working collaboratively with all departments. · A ...

The M&A Integration Project Manager plays a critical role in supporting Sequoia's continued growth through mergers and acquisitions. · ...

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. · ...

Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. · Manage the day-to-day aspects of client engagements as a member of a team. · Identifying and recommending appropriate asset management... · ...

As a Senior Compliance Specialist, you will be involved with the continued development and enhancement of the organization's RIA Compliance program to ensure adherence to regulatory requirements, as well as fostering a culture of compliance within the organization. · ...

+Job summary · Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. Our core values are: Integrity. Passion. Teamwork. · +ResponsibilitiesCoordinate with our clients, ...

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