Sentinel Portfolio Strategist
Sequoia Financial GroupHighlight
Summary
About the Role
About You
- Bachelor’s Degree
- 3-5 years of experience in wealth or investment management.
- Ability to manage multiple tasks in a fast-paced environment.
- Demonstrated effective communication skills across the organization.
- Intermediate understanding of public and private markets including investment structure.
- Strong proficiency in Excel (run and create functions, pivot tables and charts).
- Bachelor’s degree in business, finance or accounting
- Quick adaptation to technology
- Trading knowledge
- Strong business acumen
- Ability to work well under stress
- Solid understanding of financial markets
- Excellent analytical skills
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.