Wealth Planner: Strategic Financial Planning Expert

Sequoia Financial Group; Akron (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Sequoia Financial Group in Northeast Ohio seeks a Wealth Planner to prepare comprehensive financial plans and modular analyses, working with client-facing advisors to deliver retirement, education, estate and other planning services.

The role supports advisors, gathers data, analyzes plans, and develops technical wealth planning resources. Location options include Akron, Mayfield, or Westlake, OH (coming Q4).

Qualifications

• Bachelor’s degree in Financial Planning or Finance.
• CFP® certificate or advanced credential.
• 3–5+ years of experience in financial planning.
• Experience with financial planning software.
• Competency with Microsoft Office.

Responsibilities

• Interact with advisors to gather data for initial plans or reviews.
• Enter client information into planning software and generate analytical reports.
• Identify and recommend planning strategies for comprehensive and modular analyses.
• Support advisors in creating financial plans to deliver a great client experience.
• Develop expertise in a technical area or client segment to improve deliverables.

Skills

Financial planning

Advisor collaboration

Analytical thinking

Education

Bachelor’s degree in Financial Planning or Finance

CFP® certificate or advanced credential

Tools

Financial planning software

Microsoft Office

Job description

Sequoia Financial Group in Northeast Ohio seeks a Wealth Planner to prepare comprehensive financial plans and modular analyses, working with client-facing advisors to deliver retirement, education, estate and other planning services.

The role supports advisors, gathers data, analyzes plans, and develops technical wealth planning resources. Location options include Akron, Mayfield, or Westlake, OH (coming Q4).