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Remote Sequoia Financial Group Jobs in Ohio (NOW HIRING)

Spieldenner Financial Group

Work From Home Sales

Toledo, OH · On-site +1

$10K - $20K/wk

Why Spieldenner Financial Group? * Comprehensive training and ongoing mentorship * Proven systems and lead support * Fully remote, flexible work environment * Growth-focused culture with advancement ...

GIA Legacy Planning

$30K - $60K/yr

GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...

Schnitzer Agency

Remote Sales Consultant

Cincinnati, OH · On-site +1

$30K - $160K/yr

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Schnitzer Agency

Remote Sales Consultant

Columbus, OH · On-site +1

$30K - $160K/yr

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Schnitzer Agency

Remote Sales Consultant

Cleveland, OH · On-site +1

$30K - $160K/yr

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Schnitzer Agency

Remote Sales Consultant

Toledo, OH · On-site +1

$30K - $160K/yr

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Schnitzer Agency

Remote Sales Consultant

Akron, OH · On-site +1

$30K - $160K/yr

Fully remote with control over your schedule * Structured onboarding, scripts, and ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

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Remote Sequoia Financial Group information

What is a remote Sequoia Financial Group employee?

A Remote Sequoia Financial Group employee is someone who works for Sequoia Financial Group, a wealth management and financial advisory firm, from a remote location rather than at a physical office. These roles can include financial advisors, client service associates, analysts, and other support staff. Remote employees use digital tools to collaborate with teams and serve clients, allowing for flexibility in work location. This setup enables Sequoia Financial Group to attract talent from a wider geographic area and provide services to clients efficiently.

What are the key skills and qualifications needed to thrive as a remote financial advisor at Sequoia Financial Group?

To thrive as a Remote Financial Advisor at Sequoia Financial Group, you need a solid background in finance, investment strategies, and financial planning, usually supported by a relevant degree and certifications such as CFP or Series 65. Proficiency with financial planning software, CRM systems, and secure communication tools is essential for managing client portfolios remotely. Excellent interpersonal skills, self-motivation, and strong virtual communication abilities help you build trust and maintain relationships with clients online. These skills and qualities are crucial for delivering high-quality, compliant financial advice and fostering lasting client loyalty in a remote work environment.

What are some common challenges remote employees at Sequoia Financial Group may face, and how does the company help address them?

Remote employees at Sequoia Financial Group may encounter challenges such as maintaining clear communication with colleagues, staying engaged with the team, and managing work-life balance. To address these, the company typically provides robust digital collaboration tools, regular virtual meetings, and dedicated support from managers to ensure everyone feels connected. Sequoia Financial Group also encourages open feedback, offers training on remote best practices, and fosters a collaborative culture to help remote workers thrive.

What is the difference between Remote Sequoia Financial Group vs Remote Financial Advisor?

AspectRemote Sequoia Financial GroupRemote Financial Advisor
CredentialsCFP, Series 7/66, or equivalentCFP, Series 7/66, or equivalent
Work EnvironmentRemote, client-facing, team collaborationRemote, client-facing, independent or team-based
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Remote Sequoia Financial Group and Remote Financial Advisor roles both require similar credentials and operate primarily in the financial services industry. While Sequoia may focus more on wealth management and client relationships, the Financial Advisor role is broader, encompassing various client financial planning services. Both positions are remote and involve client interaction, but Sequoia may emphasize team collaboration within a structured firm environment.

What are popular job titles related to Remote Sequoia Financial Group jobs in Ohio?

For Remote Sequoia Financial Group jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Sequoia Financial Group jobs in Ohio look for?

The top searched job categories for Remote Sequoia Financial Group jobs in Ohio are:

What cities in Ohio are hiring for Remote Sequoia Financial Group jobs?

Cities in Ohio with the most Remote Sequoia Financial Group job openings:

Remote Sequoia Financial Group jobs near you
Infographic showing various Remote Sequoia Financial Group job openings in Ohio as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% Remote job distribution.

Senior Retirement Plan Consultant

Mutual of America Financial Group

Cincinnati, OH • Remote

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant 
Location: Remote - Indiana / Kentucky

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Senior Retirement Plan Consultant will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $80,000 - $120,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

    Apply