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Sequoia Financial Group · 1 day ago

Business Development Wealth Advisor

Houston, TX

Full-time

Onsite

Senior Level

7+ years exp

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. They are seeking an experienced advisor to work in a team-based practice and contribute to their growing Houston office by originating and acquiring new clients and providing integrated wealth management services.

ConsultingFinancial ServicesWealth Management

Culture & Values

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 new clients to expand existing markets and/or create growth in new markets

Qualification

Financial PlanningInvestment ManagementClient AcquisitionCFPCFACPASeries 66Estate PlanningTax PlanningCommunication SkillsTeamworkOrganizational SkillsProblem Solving

Required

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

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