Career Opportunity: Financial Planning Specialist

Financial Services SpecialistYou have the unique opportunity to build a successful business helping clients achieve their financial goals through personalized planning. Our comprehensive training programs equip you with the education, skills, and strategies needed to succeed in delivering holistic financial solutions.About the RoleGrow your client base by...

Comprehensive Financial ExpertiseThe role of the Financial Solutions Advisor provides in-depth guidance and customized solutions to clients, enabling them to achieve their long-term financial objectives.This position involves expanding client relationships by fostering trust and delivering tailored financial plans that cater to individual needs.Develop...

Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our finance team.This is an excellent opportunity for individuals who want to grow their career in finance and make a meaningful contribution to the company's success.The Financial Operations Specialist will work closely with the Accounting Manager and other members of the...

As a Financial Solutions Advisor, you will work with clients to provide comprehensive advice and customized solutions to help them achieve their financial goals.Key Responsibilities:Develops financial plans with clients incorporating brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.Recommends banking...

Comprehensive Financial Solutions SpecialistThis role provides in-depth advice and customized solutions to clients, helping them achieve their financial goals and expand client relationships.Main ResponsibilitiesFinancial Planning: Develops comprehensive financial plans with brokerage products to meet client needs and goalsInvestment Strategies: Recommends...

Financial Services SpecialistAs a Financial Services Specialist, you will provide expert financial guidance and planning to individuals, helping them achieve their long-term goals. You will be responsible for building strong relationships with clients, understanding their unique needs, and creating personalized financial plans tailored to their...

MERS specialists play a pivotal role in mortgage servicing. As part of our team, you will be responsible for overseeing MERS activations, transfers, and monthly reconciliations.Key ResponsibilitiesProcess MERS-related transactions efficiently, adhering to established timelines.Manage and retain critical documents required for audits and annual...

Join to apply for the Tax Advisor role at Sequoia Financial GroupSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit...

Join to apply for the Tax Advisor role at Sequoia Financial GroupSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit...

Consolidations and Reporting Specialist RoleThe Consolidations and Reporting Specialist plays a pivotal role in the closing process, including assistance with corporate consolidation financial close, management of intercompany eliminations and reconciliations, coordination of quarterly schedule collections, performance of flux analysis, and provision of...