Wealth Management Professional

4 weeks ago


Troy, Michigan, United States Sequoia Financial Group Full time
Sequoia Financial Group: A Leader in Wealth Management

At Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. We are seeking a highly motivated Wealth Advisor to join our team and help us achieve our mission of enriching lives.

Key Responsibilities:
  • Manage and retain a book of high net worth client relationships
  • Connect and maintain relationships with referral partners and centers of influence
  • Provide comprehensive wealth planning advice, including investment management, retirement, estate, and tax planning
  • Participate in prospective client meetings to understand their goals, needs, and preferences
  • Develop and implement investment proposals and financial plans
  • Partner with our Client Service Team to onboard new clients
  • Serve as the primary point of contact for client relationships
Requirements:
  • Bachelor's degree in Economics, Finance, or related field
  • CFP, CFA, JD, or other industry designation preferred
  • Minimum 7 years of experience as a Registered Investment Advisor representative or RIA representative
  • Technical knowledge of comprehensive financial planning, including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
Competencies:
  • Strong organization and time management skills
  • Excellent communication skills, both written and verbal
  • Ability to find creative solutions to problems and devise strategies
  • Self-starter with ability to perform job duties with little supervision
  • Customer service oriented with ability to work independently and collaborate with team members

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced Wealth Advisor looking for a new challenge, we encourage you to apply.



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