Wealth Management Professional
4 weeks ago
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
- 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
- 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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