About this role
Portfolio Strategist at Sequoia Financial Group. Location: Akron or Dublin or Cleveland. Role: assist advisors, engage advisors, collaborate with advisors Requirements: Bachelor’s degree; 5+ years as a Registered Investment Advisor; 3+ years portfolio management/investment research; 3+ years client interaction; professional designation or advanced degree (CFP, CFA, CAIA); knowledge of financial markets; software proficiency (Morningstar Direct, Bloomberg, FactSet). Category: Finance and Accounting Seniority: Mid Level Tools: Morningstar Direct, Bloomberg, FactSet, Charles Schwab Advisor Center Certifications: cfp, cfa, caia Commitment: Full Time Workplace: Onsite Languages: English