Senior Financial Advisor

4 days ago


Tampa, Florida, United States Sequoia Financial Group Full time
Financial Planning and Investment Management Role

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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