Senior Wealth Advisor — Growth, Planning & Client Experience

Sequoia Financial Group; Akron (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

Sequoia Financial Group, a growing Registered Investment Advisor in Northeast Ohio, seeks a senior Wealth Advisor to deliver expert financial planning and investment guidance to clients. You will develop and execute client relationship plans, drive portfolio growth, and enhance service across complex accounts.

Requirements include a Bachelor's in Economics or Finance, CFP and 5+ years of advisory experience with an RIA, plus proficiency with planning software and Salesforce.

Qualifications

• Bachelor’s degree in Economics or Finance required.
• CFP designation and 5+ years of advisory experience with an RIA preferred.
• If no CFP or industry designation, 7 years client-facing advisory experience with an RIA required.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify and recommend asset management and financial planning strategies.
• Proactively maintain client relationships with excellent service.
• Assist in collecting financial data and developing financial plans with WPD.

Skills

Client relations

Financial planning

Communication

Time management

Education

Bachelor’s degree in Economics or Finance

Tools

Salesforce

MS Office

Job description

Sequoia Financial Group, a growing Registered Investment Advisor in Northeast Ohio, seeks a senior Wealth Advisor to deliver expert financial planning and investment guidance to clients. You will develop and execute client relationship plans, drive portfolio growth, and enhance service across complex accounts.

Requirements include a Bachelor's in Economics or Finance, CFP and 5+ years of advisory experience with an RIA, plus proficiency with planning software and Salesforce.