Portfolio Strategist
Employment type
Full-time
Work setting
On-site
Location
Akron, OH
Schedule
Day shift
Posted
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Job overview
The Portfolio Strategist is an onsite role based in Akron, OH, with compensation not specified. This position supports the Sequoia Financial Group investment team by providing strategic guidance and advisor education to enrich client lives. The role serves as a key investment resource for regional advisors, assisting in business development, prospect meetings, and complex client reviews. It focuses on driving platform adoption and ensuring investment strategies are effectively implemented and communicated across the advisor base.
What we're looking for
- Skills & competencies
- full-timeday shiftakron ohsequoia financial groupinvestment managementportfolio strategybusiness developmentadvisor supportfinancial planningwealth managementonsiteno on-callno travel required
- Work arrangement
- Weekend coverage required
About the employer
Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: f56e9931-2cb9-4b37-a189-3b62a2a08eef