Senior Wealth Advisor - Client Growth & Planning

Sequoia Financial Group; Dublin (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans, aiming to enrich lives, earn trust, and deliver measurable results.

This position focuses on portfolio growth, client retention, and scalable service across clients of varying complexity, while working with the Wealth

Qualifications

• Bachelor’s degree in Economics, Finance or related field.
• CFP certification or industry designation.
• 7+ years client-facing advisory experience at an RIA (CSR or equivalent).
• Technical knowledge of comprehensive financial planning (cash, taxes, estate, retirement).
• Experience with Salesforce and planning software.
• Clean Form U4 with no disclosures.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify and recommend asset management, financial and estate planning options.
• Maintain client relationships with excellent service.
• Assist in collecting planning data and develop financial plans with the WPD.
• Lead or assist in creating asset management reports for clients.

Skills

Client relationships

Communication

Project management

Team collaboration

Sales support

Education

Bachelor’s degree in Economics or Finance

CFP certification

7 years client-facing advisory experience at an RIA

Tools

Salesforce

Microsoft Office

Financial planning software

Job description

Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans, aiming to enrich lives, earn trust, and deliver measurable results.

This position focuses on portfolio growth, client retention, and scalable service across clients of varying complexity, while working with the Wealth