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Sequoia Financial Group is seeking experienced financial professionals to join the Sequoia Sentinel family office division. You would manage relationships with ultra-high-net-worth families, coordinating planning, investment, and entity work with internal and external specialists. The role emphasizes deep client relationships, multi-generational planning, and collaboration with attorneys and CPAs to preserve wealth and legacies across generations.

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Level

Senior L5

Location

Dublin, OH

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

22 days ago

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