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Financial Growth Advisor
2 months ago
Sequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values, which include:
- Collaboration: We prioritize teamwork to uplift our clients and community.
- Dedication: We strive to reach our utmost potential.
- Ethics: We operate with the highest integrity, always prioritizing the interests of others.
We are in search of a seasoned financial advisor with a proven history of success in business development to join our expanding Nashville office. This role will focus on acquiring and nurturing new client relationships while collaborating closely with various departments. The advisor will utilize their personal network and established distribution channels to generate leads. Sequoia provides extensive resources to empower advisors in delivering integrated wealth management services.
Key Responsibilities- Manage the complete lifecycle of client relationships, from proposal development to the execution of financial, estate, and investment strategies.
- Establish and maintain strong relationships with clients, leading the engagement team to proactively address their ongoing financial needs.
- Set clear meeting objectives and utilize advanced technology and advisory teams to prepare supporting materials.
- Collaborate effectively with the client's entire engagement team, both internally at Sequoia and with external advisors.
- Identify and acquire new clients to drive growth in existing and new markets.
- Bachelor's degree in Finance or a related discipline.
- Possession of one or more professional designations, such as CFP, CFA, or CPA.
- 7-10 years of experience in financial planning and investment management.
- Demonstrated success in client acquisition and business development.
- Strong technical expertise in comprehensive financial planning, including estate planning, asset management, tax strategies, and closely held businesses.
- Ability to analyze complex financial situations and communicate insights, opportunities, and solutions effectively to clients.
- Capable of working independently while effectively utilizing team resources.
- Client-focused with a strong service orientation.
- Professional demeanor with the ability to instill confidence in clients and colleagues.
- Self-motivated and results-driven.
- Excellent organizational and time-management skills, adept at managing multiple projects and meeting deadlines.
- Creative problem-solver with the ability to develop strategies and propose actionable solutions.
- Strong verbal and written communication skills.
- Proficient in technology and financial tools.
