Wealth Advisor II

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. Our core values are: Integrity, Passion, and Teamwork.

About the role

We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this senior, client-facing role, you will collaborate with other service team members to develop and execute client relationship plans — aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. With a focus that is both tactical and strategic, this role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience.

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.
• 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 our investment operations team.
• Develop a deeper technical expertise in general financial knowledge.
• Identify additional planning or asset management opportunities in existing client relationships.

Requirements

• Bachelor’s degree required in Economics, Finance, or related field.
• CFP achieved and 5 years' experience required.
• If no CFP or industry designation, 7 years client-facing advisory experience required with RIA firm.
• 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.

Skills

• Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines.
• Excellent communication skills, both written and verbal.
• Ability to find creative solutions to problems, devise strategies, and propose solutions.
• Self-starter and able to perform job duties with little supervision.
• Customer service oriented, with the ability to work independently as well as collaborate with team members.
• Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues.