Wealth Management Analyst Rotations — CFP Path

Sequoia Financial Group; Akron (OH); Híbrido; USD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work after 6 months

Descripción de la vacante

Sequoia Financial Group in Northeast Ohio offers a growing Wealth Management Analyst program designed to train and develop Financial Advisors through an 18-month rotation. This role emphasizes hands-on learning, CFP/CFA certification pursuit, and exposure to sales proposal support.

Analysts participate in rotations across Wealth Planning, Asset Management, and Advisor Support, with in-office work and a hybrid arrangement after six months.

Formación

• Bachelor's degree required.
• Pursuing CFP/CFA or similar certifications encouraged.
• Strong knowledge of MS Word, Excel and PowerPoint.

Responsabilidades

• Participate in 18-month rotations across Wealth Planning, Asset Management and Advisor Support.
• Assist in the development of sales proposal materials and client presentations.
• Shadow advisors to learn client engagement and planning processes.
• Support documentation and follow-up activities after meetings.

Educación

Bachelor's degree

Herramientas

MS Word

MS Excel

PowerPoint

Descripción del empleo

Sequoia Financial Group in Northeast Ohio offers a growing Wealth Management Analyst program designed to train and develop Financial Advisors through an 18-month rotation. This role emphasizes hands-on learning, CFP/CFA certification pursuit, and exposure to sales proposal support.

Analysts participate in rotations across Wealth Planning, Asset Management, and Advisor Support, with in-office work and a hybrid arrangement after six months.