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Sequoia Financial Group · 23 hours ago

Wealth Advisor

Akron, OH

Full-time

Onsite

Mid, Senior Level

Sequoia Financial Group is a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. They are seeking a highly motivated Wealth Advisor to provide exceptional financial and investment planning services to clients, collaborating with team members to develop and execute client relationship plans.

ConsultingFinancial ServicesWealth Management

Culture & Values

Responsibilities

Manage the day-to-day aspects of client engagements as a member of a team

Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience

Proactively maintain client relationships through excellent client service

Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans

Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports

Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications

Serve as a primary point of contact for client relationships

Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner

Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence

Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials

Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed

Complete client meeting notes and follow up tasks as required

Coordinate the execution of trade orders with the Asset Management Department (AMD)

Develop a deeper technical expertise in general financial knowledge

Identify additional planning or asset management opportunities in existing client relationships

Qualification

Active Series 65CFPCFAComprehensive financial planningFinancial planning softwareSalesforceMicrosoft OfficeCustomer service orientedOrganization skillsCommunication skillsCreative problem solving

Required

Bachelor's degree required in Economics, Finance or related field

Active Series 65 or CFP or CFA

CFP or other industry designation required

Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management

Previous experience working with financial planning software and planning deliverables

Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce

Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements