Senior Financial Advisor
4 days ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.
Key Responsibilities:
- Collaborate with Managing Advisors and other service team members to develop and execute client relationship plans.
- Participate in prospective client meetings to understand their goals, needs, and preferences.
- Identify and recommend appropriate asset management, financial, and estate planning advice.
- Develop and implement comprehensive financial plans for clients.
- Provide ongoing support and guidance to clients to ensure their financial goals are met.
Requirements:
- Minimum 7 years of experience as a Registered Investment Advisor representative or as a RIA representative for the most recent 18 months.
- 5 years of experience immediately prior as either a Securities Portfolio Manager, Financial Planner, CPA, Registered representative of a full-service broker dealer, or bank trust officer.
- Technical knowledge 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 systems such as Salesforce.
Preferred Qualifications:
- Spanish speaking.
- Ability to handle multiple projects and prioritize to meet established deadlines.
- Self-starter with the ability to perform job duties with little supervision.
About Sequoia Financial Group:
Sequoia Financial Group is a leading financial services company dedicated to providing exceptional financial and investment planning services to our clients. We are committed to building long-term relationships with our clients and helping them achieve their financial goals.
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