Wealth Advisor

3 weeks ago

Houston, 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 college graduates, to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead farther. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results.

Requirements
  • Manage the day-to-day aspects of client engagements as a member of a team.
  • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
  • Proactively maintain client relationships through excellent client service.
  • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
  • Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
  • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
  • Serve as a primary point of contact for client relationships.
  • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
  • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
  • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
  • Draft emails following client meetings, clarifying understandings and outlining steps for implementation.
  • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
  • Attend and participate in client meetings
  • Complete client meeting notes and follow up tasks as required.
  • Coordinate the execution of trade orders with the Asset Management Department (AMD)
  • Perform other duties and responsibilities, as assigned.
  • Develop a deeper technical expertise in general financial knowledge.
  • Identify additional planning or asset management opportunities in existing client relationships.
Requirements
  • Bachelor's degree required in Economics, Finance or related field
  • CFP achieved or working toward
  • Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
  • Previous experience working with financial planning software and planning deliverables
  • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
Competencies
  • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
  • Excellent communication skills, both written and verbal
  • Ability to find creative solutions to problems, devise strategies, and propose solutions
  • Self-starter and able to perform job duties with little supervision
  • Customer service oriented, with the ability to work independently as well as collaborate with team members
  • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

  • Senior Wealth Planning Associate

    3 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    We are seeking a talented and driven Senior Wealth Planning Associate to join our team at Linscomb Wealth. As a key member of our Wealth Management team, you will play a critical role in advancing the careers of our Wealth Advisors while gaining exposure in all areas of wealth management.This exciting opportunity will see you participate in client meetings...

  • Associate Wealth Advisor

    3 weeks ago

    Houston, United States Cadence Bank Full time

    Description Position Title: Associate Wealth Advisor Reports To: Wealth Advisor - Team Lead FLSA Status: Exempt Summary Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities...

  • Wealth Advisor III

    3 weeks ago

    Houston, United States Cadence Bank Full time

    Description Position Title: Wealth Advisor III Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 Eligibility for Remote: No Grade: Commission Job Posting: What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and...

  • Wealth Management Professional

    4 weeks ago

    Houston, Texas, United States MAI Wealth Management, Inc. Full time

    Job Title: Wealth AdvisorMAI Wealth Management, Inc. is seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for supporting and implementing our full-service approach to working with clients in our Advisor Referral Program (ARP).Key Responsibilities:Manage and assist in managing client relationships from...

  • Associate Financial Advisor

    2 weeks ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 week ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    2 weeks ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    2 weeks ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Wealth Management Advisor

    3 weeks ago

    Houston, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...

  • Private Wealth Advisor

    4 weeks ago

    Houston, Texas, United States Ronald Blue & Co Full time

    Job SummaryThis role is responsible for providing world-class service to clients and continually striving to effectively bring new clients into the Company to serve. The Private Wealth Advisor will provide leadership, direction, and accountability for team members, ensuring their on-going growth and development.Key ResponsibilitiesBusiness Development:...

  • International Wealth Management Advisor

    4 weeks ago

    Houston, Texas, United States Truist Financial Full time

    Job Summary:The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment, including PEPs, PICS, and select professional firms. This role manages a portfolio of approximately 25-50 clients, developing and maintaining important revenue-generating client relationships within the defined Reserve/GenSpring...

  • Tax Advisor

    4 weeks ago

    Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner for individuals and families seeking to...

  • Associate Financial Advisor

    2 weeks ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Advisor

    3 weeks ago

    Houston, United States Hightower LLC Full time

    Who We Are Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our high-net worth clients that places us at the center of a...

  • Wealth Management Advisor

    4 weeks ago

    Houston, Texas, United States Sunflower Bank Full time

    Job SummarySunflower Bank is seeking a seasoned Wealth Management Advisor to join our growing team in Houston, TX. As a key member of our Wealth Management team, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.Key...

  • Senior Wealth Management Advisor

    4 weeks ago

    Houston, Texas, United States Cube Management Full time

    Job DescriptionWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Cube Management. As a key member of our financial services team, you will be responsible for providing exceptional wealth management services to our high net worth clients.Key Responsibilities:Develop and implement customized wealth management strategies for...

  • Private Wealth Advisor

    4 weeks ago

    Houston, Texas, United States BOK Financial Full time

    Job SummaryThe Private Wealth Advisor is responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, and similar entities. This role involves managing client relationships, providing ongoing financial planning, education, and coaching to achieve long-term financial goals. The Advisor will also have access...

  • Wealth Support Specialist

    4 weeks ago

    Houston, Texas, United States Truist Inc Full time

    Job Summary:We are seeking a highly skilled Wealth Support Specialist to join our team at Truist Inc. As a key member of our Wealth Management division, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing high net-worth clients.Key Responsibilities:Support workload...

  • Wealth Support Specialist

    4 weeks ago

    Houston, Texas, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled Wealth Support Specialist to join our team at Truist Inc. The successful candidate will provide exceptional client service and support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key ResponsibilitiesTriage and delegate client and advisor...

  • Wealth Management Specialist

    4 weeks ago

    Houston, Texas, United States Sunflower Bank, N.A. Full time

    Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.The ideal candidate will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit...