Business Development Wealth Advisor

3 days ago

Houston, Texas, United States Sequoia Financial Group Full time

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

  • Teamwork. We work selflessly to enrich the lives of our clients and our community.
  • Passion. We relentlessly pursue our full potential.
  • Integrity. We act in the best interest of others.

We seek an experienced advisor with an established track record of business development success to work in a team-based practice and contribute to our growing Houston office. This position will originate and acquire new clients, working collaboratively with all departments. In addition to leveraging their own personal network and centers of influence, the Advisor will also source leads through several well-developed distribution channels. Sequoia has extensive resources to support advisors in providing fully-integrated wealth management services to our clients.

Responsibilities

  • Oversee the entire life cycle of the client's relationship with the firm, from leading the proposal, to designing and implementing their financial, estate and portfolio strategies.
  • Building and maintaining an ongoing relationship with the client and leading the engagement team to proactively deliver solutions to meet their ongoing planning needs.
  • Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials.
  • Work effectively with each client's total engagement team both within Sequoia and external advisors.
  • Source and acquire n ew clients to expand existing markets and/or create growth in new markets.

*Requirements*

  • Bachelor's degree in Finance or related field
  • One or more industry credentials, e.g. CFP, CFA, CPA, etc. required
  • Series 66 or 65
  • 7-10 years of financial planning and investment management experience
  • Proven track record of success in originating and acquiring new clients
  • Strong technical proficiency in all aspects of comprehensive financial planning, including: estate planning, asset management, tax planning and closely held entities
  • Ability to assess complex financial profiles and strategies, and communicate issues, opportunities and solutions clearly and concisely to clients

*Competencies*

  • Ability to work independently as well as leverage resources effectively in a team-based environment
  • Customer service-oriented with a client-first mentality
  • Professional presence and the ability to inspire confidence of clients and team members
  • Must be a self-starter and goal-oriented
  • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines
  • Ability to find creative solutions to problems, devise strategies, and propose solutions
  • Strong communication skills, both written and verbal
  • Strong technology skills

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