Wealth Management Professional

4 days ago

Houston, Texas, United States Sequoia Financial Group Full time

About Sequoia Financial Group

We are a Registered Investment Advisor (RIA) headquartered in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services.

Our Purpose

We exist to enrich lives by delivering honest, consistent experiences for our clients and team members. Our core values guide us in achieving this purpose:

  • Integrity
  • Passion
  • Teamwork

Our Team

We are a dynamic team of experienced advisors, college graduates, and transitioning principals who share a passion for helping others achieve their financial goals. We offer a supportive environment where every team member can refine their professional mission, move into new opportunities, and grow with us.

Job Summary

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 client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results.

Responsibilities

As a Financial Advisor, you will:

  • Manage client engagements as a member of a team
  • Identify and recommend 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, 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
  • 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 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 ensuring 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

Requirements

To be successful in this role, you will need:

  • Bachelor's degree in Economics, Finance, or a 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
  • Competency with Microsoft Office suite and Client Relationship Management systems such as Salesforce
  • 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

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