Wealth Management Analyst jobs in United States
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Sequoia Financial Group · 1 day ago

Wealth Management Analyst

positionMinnesota, United States
timeFull-time
remoteOnsite
seniorityEntry Level
money$50K/yr - $85K/yr
date1+ years exp

Sequoia Financial Group is a growing Registered Investment Advisor headquartered in Northeast Ohio, offering financial planning and wealth management services. They are seeking a Wealth Management Analyst for a 24-month rotational program designed to train and develop Financial Advisors, providing foundational skills and experience necessary for the role.

ConsultingFinancial ServicesWealth Management
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Culture & Values

Responsibilities

Complete training modules through Salesforce to learn the Sequoia technology and basic processes
Shadow a current Wealth Management Analyst to learn the process to develop sales proposal presentations
Data gathering and analysis for planning process, e.g. Social Security, ROTH conversions, running calculations, drafting plans
Project-based work
Markets & Strategy Update meeting preparation
Recording minutes for Investment Voting Committee meetings
Prep for CIO’s bi-weekly investment update briefs
Update factsheets and model data
Shadowing an Advisor
Participating in client meetings, preparing materials for the meeting, and supporting the follow-ups after the meeting

Qualification

CFP certificationFinancial industry knowledgeMS Office proficiencyCFA certificationWillingness to learnTechnical abilitiesMeet deadlinesBusiness acumenAttention to detailTeamworkInterpersonal skillsEffective written skillsCommunicationCritical thinking

Required

Bachelor's degree
Currently pursuing or willing to pursue additional industry certifications (Ex. CFP or CFA)
Strong knowledge of MS tools, including Word, Excel, and PowerPoint

Preferred

1-3 years relevant experience
65 preferred
Financial industry and product knowledge preferred
Attention to detail
High willingness to learn
Strong technical abilities
Thrives in a fast-paced environment
Ability to meet deadlines
Ability to work with diverse personalities across a broad geography
Able to work independently and effectively on a team
Strong interpersonal and communication skills
Effective written skills

Company

Sequoia Financial Group

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Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
dateFounded in 1991
location
Akron, Ohio, USA
people-size201-500 employees
web-link
http://www.sequoia-financial.com

Funding

Current Stage
Growth Stage
Total Funding
$200M
Key Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity

Leadership Team

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Thomas Haught
President & CEO
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Trevor R Chuna
Chief Technology Officer
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Recent News

Pulse 2.0
Sequoia Financial Group Expands In California With Acquisition Of $406 Million Firm Sterling Financial
2025-12-05
PR Newswire
Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group
2025-12-02
Yahoo Finance
Sequoia Financial Group Expands Leadership Team, Names Annie McCauley President
2025-10-15
Company data provided by crunchbase