Financial Planning Consultant

2 weeks ago

Akron, Ohio, United States Sequoia Financial Group Full time

Sequoia Financial Group is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing financial planning and wealth management solutions. Our mission is to enhance lives, guided by our core values:

  • Integrity: We prioritize the best interests of our clients, ensuring a transparent and consistent experience.
  • Passion: We strive for excellence, continuously improving our skills to better serve our clients.
  • Teamwork: We collaborate effectively, putting the needs of our clients first.
We promise our team members growth and development. Whether you are an experienced advisor or a recent graduate, Sequoia offers a platform for professional advancement, allowing you to deepen your expertise and take on new challenges.

Position Overview

We are looking for a driven, proactive, and enthusiastic individual to fill the role of Financial Planning Consultant. As a key member of the Wealth Planning Department, you will create detailed financial plans and collaborate with client-facing advisors to provide expert wealth planning guidance across various areas, including retirement, education, insurance, estate planning, business succession, and overall financial services.

Key Responsibilities
  • Engage with advisors to collect necessary data for initial financial plans or reviews.
  • Utilize comprehensive financial planning software to input client information, generate analytical reports, and recommend suitable planning strategies to enhance client satisfaction.
  • Act as a reliable resource for client-facing advisors, addressing technical planning inquiries.
  • Develop specialized knowledge in a designated technical area, contributing to the firm's overall philosophy and improving client deliverables while streamlining the analysis process.
Required Qualifications
  • Bachelor's Degree, preferably in Financial Planning or Finance.
  • CFP certification or an advanced credential in a related field (e.g., JD, CPA).
  • 3-5 years of experience in financial planning.
  • Strong technical expertise in comprehensive financial planning, including cash management, tax planning, insurance, education funding, retirement strategies, estate planning, and risk management, with the ability to apply technical insights in practical scenarios.
  • Experience with financial planning software.
  • Proficiency in Microsoft Office applications.
Preferred Qualifications
  • 7-10 years of experience is advantageous.
  • Familiarity with eMoney software is a plus.
  • In-depth understanding of business succession, estate planning, philanthropy, insurance, education funding, and financial planning, including relevant legal, tax, and regulatory considerations.
  • Exceptional analytical and problem-solving abilities.
  • Strong written and verbal communication skills.
  • Self-motivated with the capacity to work independently.
  • Attention to detail and the ability to manage multiple tasks while meeting deadlines.
  • Adaptable and capable of working collaboratively.
  • Client-focused approach.

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