Associate Wealth Advisor

2 months ago

Berwyn, United States Sequoia Financial Group 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.

The Associate Wealth Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a Wealth Advisor at Sequoia. The Associate Advisor must have the desire and drive to evolve into a Wealth Advisor within two to three years (able to run smaller, less complex cases on their own). They must be eager and able to learn working closely in support of, and under the guidance of, one to three Advisors and their immediate supervisor. They must have the interpersonal skills to quickly build rapport and trust with referral sources and prospective clients. Technical skills, including investment and financial planning concepts should be beyond basic, and reflective of recent educational focus, 12-36 months of prior industry experience, or from the acquisition or current pursuit of industry credentials (preferably the CFP designation).

Requirements

General Responsibilities
  • Assist other Advisor(s) with prospect and custodian advisor follow-up communications and activities
  • Conduct research on prospective clients (Wealth Engine, Facebook, LinkedIn, Google, etc.)
  • Provide analytical and project management support for the unique needs of the Advisor team
  • Develop and prepare marketing presentations for prospective clients
  • First calls to custodian reps on referral background and issues/opportunities
  • Pre-meeting introductory client materials preparation and distribution
  • Manage new business data and associated action items within Salesforce
  • Proposal preparation assistance
  • Coordination with outside vendors as needed and directed by Advisors(s) (Long Road, Valmark, etc.)
  • Asset and fee verification for closed/won opportunities
  • New relationship and account documentation in concert with Client Service Associates
  • Participation in virtual and in-person training and development programs as required
  • Prospect or referral source small event planning and execution
  • Scheduling and calendar management for Advisor(s)
  • Participate in some of the team's prospective client meetings and follow up, as appropriate
Required Skills/Experience
  • Series 65 or 66 preferred, must obtain within 3-4 months of beginning role
  • Bachelor's degree in Finance or related field required
  • Acquired, currently pursuing or willing to pursue the CFP designation
  • 1-5 years of financial services industry experience required
  • Prior sales, client service or client-facing experience in any industry
  • Ability to assess financial profiles and strategies and communicate issues, opportunities and solutions clearly and concisely to referral sources and prospective clients
  • Competent with Microsoft Office Suite and CRM or database applications
  • Willing to enroll in CFP or CFA certification
Personal Characteristics
  • Utmost integrity
  • Customer service-oriented with a client-first mentality
  • Eagerness to learn and develop
  • Ability to work independently as well as leverage resources in a team-based environment
  • Professional presence and 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
  • Strong communication skills, both written and verbal
  • Comfortable and competent with extensive use of technology resources in engaging clients and team members

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