Senior Wealth Advisor: Growth, Planning & Client Impact

Sequoia Financial Group

Dublin (OH)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Sequoia Financial Group is seeking a Wealth Advisor in Northeast Ohio to deliver comprehensive financial planning and wealth management services. You will collaborate with service team members to develop client relationship plans, aiming to enrich lives, earn trust, and deliver results.

The role emphasizes portfolio growth, client retention, and scalable client service across complex accounts. The position requires a Bachelor’s in Economics or Finance, CFP (or 5+ years of advisory experience),

Qualifications

Bachelor’s degree in Economics, Finance or related field.
CFP designation required; or 7 years client-facing advisory experience without CFP if at an RIA.

Responsibilities

Manage day-to-day client engagements as part of a team.
Develop and execute client relationship plans to enrich lives and earn trust.
Proactively maintain client relationships with excellent service.
Assist or lead in collecting financial planning data with the Wealth Planning Department
Create asset management reports for clients; lead or support delivery
Coordinate with internal/external resources to execute advice items
Utilize Salesforce for documentation and processing of client data and accounts
Prepare meeting materials and follow up on client objectives
Coordinate trade orders with investment operations
Identify opportunities for improved planning or asset management in existing relationships