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Wealth Advisor

4 months ago

Troy, United States The Ladders Full time
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

  • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations

We seek an experienced advisor with an established track record of business development success to work in a team- based practice and contribute to our growing Berwyn office. This position will originate and acquire new clients, working collaboratively with all departments. In addition to leveraging their own personal network and centers of influence, the Business Development Managing Advisor will also source leads through several well-developed distribution channels. Sequoia has extensive resources to support advisors in providing fully-integrated wealth management services to our clients.

Requirements
Responsibilities
  • Oversee the entire life cycle of the client's relationship with the firm, from leading the proposal, to designing and implementing their financial, estate and portfolio strategies.
  • Building and maintaining an ongoing relationship with the client and leading the engagement team to proactively deliver solutions to meet their ongoing planning needs.
  • Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials.
  • Work effectively with each client's total engagement team both within Sequoia and external advisors.
  • Source and acquire new clients to expand existing markets and/or create growth in new markets.
Required Skills/Experience
  • Bachelor's degree in Finance or related field
  • One or more industry credentials, e.g. CFP, CFA, CPA, etc.
  • 7-10 years of financial planning and investment management experience
  • Proven track record of success in originating and acquiring new clients
  • Strong technical proficiency in all aspects of comprehensive financial planning, including: estate planning, asset management, tax planning and closely held entities
  • Ability to assess complex financial profiles and strategies, and communicate issues, opportunities and solutions clearly and concisely to clients
Personal Characteristics
  • Ability to work independently as well as leverage resources effectively in a team-based environment
  • Customer service-oriented with a client-first mentality
  • Professional presence and the ability to inspire confidence of clients and team members
  • Must be a self-starter and goal-oriented
  • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines
  • Ability to find creative solutions to problems, devise strategies, and propose solutions
  • Strong communication skills, both written and verbal
  • Strong technology skills