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Sequoia Financial Group, LLC.
Earning trust.Creating plans. Delivering results.

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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.





 
Careers - Career Path

Starting your career at Sequoia Financial Group

Sequoia Financial Group offers a full range of financial planning and wealth management services to high net-worth individuals and corporations. Our client base consists largely of entrepreneurial clients and privately held businesses. Since our inception in 1991, our firm has grown in terms of assets, clients, offices and employees.

Sequoia offers a wide range of career opportunities in areas such as financial planning, plan development, and client service. Sequoia team members have the opportunity to specialize in areas such as retirement, estate and trust, risk management, insurance, and pensions.

Sequoia is different...

  • We have a support infrastructure designed to help you develop personally and professionally.
  • We provide training and support to accelerate your career.
  • We have an existing, growing client base. You will not be required to cold call to develop your client base.
  • We offer a team-based environment.
  • We are the preferred financial services provider for Cohen & Company, a major Northeast Ohio regional accounting firm.
  • We offer a level of client service unrivaled in the industry.

Financial Planning

Sequoia's Financial Planners are responsible for managing Sequoia's comprehensive financial management process, including the following:

  • Maintenance of client relationships
  • Overview of financial and estate plan development
  • Data gathering and management
  • Plan follow-up, modification and updates
  • Integration of financial planning activities with estate planning activities.

This is an excellent area for individuals who want to build client relationships, develop and manage effective financial plans, and grow into a lead planner role.

Planning Department

Associates in Sequoia's Planning Department are responsible for generating and packaging the client's financial plan. Members of the planning team work with the financial planners to take the data gathered from client meetings to develop the technical plan.

The Planning Department is a great area for individuals who want to develop their technical planning skills. In addition, those in the Planning Department have the option to become actively involved in Sequoia's client relationships.

Service Excellence Group

Associates in the Service Excellence Group are responsible for a variety of administrative duties related to the management of client's financial matters, including:

  • Opening new accounts
  • Processing account transfers and related paperwork
  • Processing account payouts, distributions and wire transfers
  • Maintenance of various reports
  • Preparation of materials and paperwork for client meetings
  • Miscellaneous administrative support

This is an ideal area for individuals who have financial administration and software skills who would like the opportunity to get involved with the financial planning process.

Next Steps

Candidates interested in learning more about opportunities with Sequoia Financial Group should e-mail their resume, as well as current salary level to: Hallie Ferlin at hferlin.cohencpa@sendoutsmail.com. Please include reference code "SFG" in the subject line of your message.