Senior Wealth Advisor | Client-Focused Planning

ADP, Inc.; Akron (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Sequoia Financial Group, a growing Registered Investment Advisor (RIA) in Northeast Ohio, is seeking a senior Wealth Advisor in Akron to deliver comprehensive financial planning and investment services. You will work with a service team to create and execute client relationship plans, focusing on portfolio growth, client retention, and scalable service across complex client profiles.

The role emphasizes technical financial knowledge, collaboration, and proactive client engagement, with

Qualifications

• Bachelor’s degree in Economics, Finance or related field.
• CFP designation and 5 years of experience required.
• If no CFP, 7 years client-facing advisory experience with an RIA.
• Technical knowledge of comprehensive financial planning: cash management, taxes, estate planning, retirement.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify and recommend asset management and estate planning advice.
• Maintain client relationships through excellent service.
• Collaborate with Wealth Planning Department to develop financial plans.
• Prepare asset management reports for clients; lead or support delivery.
• Communicate with clients and team via phone, email, and written notes.
• Coordinate with internal/external resources to execute advice items.

Skills

Communication

Time management

Customer service

Self-starter

Problem solving

Teamwork

Tech-savvy

Education

Bachelor's degree in Economics/Finance

CFP certification

Tools

Salesforce

Planning software

Job description

Sequoia Financial Group, a growing Registered Investment Advisor (RIA) in Northeast Ohio, is seeking a senior Wealth Advisor in Akron to deliver comprehensive financial planning and investment services. You will work with a service team to create and execute client relationship plans, focusing on portfolio growth, client retention, and scalable service across complex client profiles.

The role emphasizes technical financial knowledge, collaboration, and proactive client engagement, with