18-Month Rotational Wealth Management Analyst (Hybrid)

ADP, Inc.; Akron (OH); Hybride; USD 55 000 - 70 000; Plein temps

Résumé du poste

Sequoia Financial Group in Akron, OH, offers an 18‑month Wealth Management Analyst program to train Financial Advisors through rotations across Wealth Planning, Asset Management and client‑facing activities. The program emphasizes hands‑on learning, CFP track possibilities, and Salesforce usage.

The role is mainly in person with a hybrid work option after six months, starting in January or June 2027 in Akron or other listed cities.

Qualifications

• Pursuing CFP or CFA certification preferred.
• Strong MS Office skills (Word, Excel, PowerPoint).

Responsabilités

• Support sales proposal presentations with 25% of time.
• Assist data gathering and analysis for wealth planning.
• Participate in client meetings and prepare materials.

Connaissances

CFP/CFA pursuit

MS Office

Outils

Salesforce

Description du poste

Sequoia Financial Group in Akron, OH, offers an 18‑month Wealth Management Analyst program to train Financial Advisors through rotations across Wealth Planning, Asset Management and client‑facing activities. The program emphasizes hands‑on learning, CFP track possibilities, and Salesforce usage.

The role is mainly in person with a hybrid work option after six months, starting in January or June 2027 in Akron or other listed cities.