Senior Wealth Advisor: Client Growth & Planning Lead

Sequoia Financial Group; Akron (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Sequoia Financial Group, a growing Registered Investment Advisor in Northeast Ohio, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will coordinate with the Wealth Planning Department, manage data collection, and prepare asset management reports for clients.

The role emphasizes portfolio growth, client retention, and scalable service across complex client relationships. CFP and 5+ years’ advisory experience are preferred.

Qualifications

• Bachelor’s degree in Economics, Finance or related field required.
• 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.

Responsibilities

• Manage the day-to-day aspects of client engagements as a member of a team.
• Identifying and recommending 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.

Skills

CFP designation

5 years advisory experience

Education

Bachelor’s degree in Economics, Finance or related field

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group, a growing Registered Investment Advisor in Northeast Ohio, seeks a senior Wealth Advisor to lead client relationships and deliver comprehensive financial planning. You will coordinate with the Wealth Planning Department, manage data collection, and prepare asset management reports for clients.

The role emphasizes portfolio growth, client retention, and scalable service across complex client relationships. CFP and 5+ years’ advisory experience are preferred.