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Sequoia Financial Group · 3 weeks ago

Wealth Planner

Salt Lake City, Salt Lake City, UT, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Sequoia Financial Group is a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. They are seeking a motivated Wealth Planner to prepare comprehensive financial plans and collaborate with client-facing advisors to provide technical wealth planning advice.

ConsultingFinancial ServicesWealth Management

Culture & Values

Responsibilities

This position interacts with advisors to gather data for the initial plan or plan review

Duties include entering client information into comprehensive financial planning software, producing analytical reports for use in the plan, and identifying and recommending appropriate planning strategies to deliver a great client experience

Serve as an ongoing resource to client facing advisors to answer technical planning questions

Develop a deeper expertise in a specific technical area as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process

Qualification

CFP® certificationFinancial planningFinancial planning softwareAnalytical skillsMicrosoft OfficeClient service orientationCommunication skillsAttention to detail

Required

Bachelor's Degree - Prefer a degree in Financial Planning or Finance

CFP® certificate or advanced credential in related practice area (ex., JD, CPA)

3-5 years+ experience in financial planning

Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life

Experience working with financial planning software

Competency with Microsoft Office products

Preferred

7-10 years experience a plus

Experience with eMoney software a plus

Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements

Excellent analytical and problem solving skills

Excellent written and oral communications skills

Self-starter and ability to function with autonomy

Keen attention to detail

Ability to prioritize multiple concurrent tasks and adhere to established deadlines

Adaptable and able to work collaboratively

Client service orientation