Wealth Advisor

Summary Of The Position

We are seeking a Wealth Advisor with 5+ years of client-facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Phoenix, AZ.

Responsibilities

• Manage the day-to-day aspects of client engagements as a member of a team.
• Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience.
• Proactively maintain client relationships through excellent client service.
• Absorb or lead in the collection of financial planning data from prospective clients.
• Absorb 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.
• Cook up 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.
• Cook up 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.

Required Skills/Experience

• Bachelor’s degree required in finance, accounting, economics or related field.
• One or more professional credentials such as CFP, CPA (tax focus), CFA, JD (with business, tax, and estate planning focus).
• Active Series 7 & 66 or Series 65.
• 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.
• Competence using Microsoft Office applications and Client Relationship Management system such as Salesforce.
• Experience with eMoney required.

Preferred Skills/Experience

• Experience with Holistiplan planning software.
• Familiarity with the Fidelity and Schwab investment platforms.

Competencies

• Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service.
• Excellent written and verbal communication skills.
• Customer service-oriented with a client-first mentality.
• Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines.