Senior Wealth Advisor: Holistic Planning & Client Partnerships

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

Job summary

Sequoia Financial Group is expanding its wealth management team through a strategic partnership with Eide Bailly. This Wealth Advisor role is based in the Eide Bailly/Sequoia office in Bismarck, ND, and focuses on delivering comprehensive financial planning and asset management services to clients.

The ideal candidate has 5+ years of client-facing wealth planning experience, a strong technical background, and proficiency with Salesforce and eMoney.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• Active Series 7 & 66 or Series 65.
• Technical knowledge of comprehensive financial planning (cash, tax, insurance, retirement, estate).
• Experience with financial planning software and planning deliverables.
• Proficiency with Microsoft Office and Salesforce.
• Experience with eMoney is required.
• Preferred: Holistiplan planning software and Fidelity/Schwab platforms.

Responsibilities

• Manage day-to-day client engagements as a member of a team.
• Identify and recommend asset management, financial and estate planning advice to deliver a great client experience.
• Proactively maintain client relationships through excellent client service.
• Assist with collection of financial planning data from prospective clients.
• Assist or lead in creation of asset management reports for clients.
• Display professional communication with clients, advisors, and team by phone, email, and written communications.
• Coordinate with internal and external team members to follow up on and execute advice items.
• Utilize Salesforce for documentation and processing of client data, tasks, accounts and policy adherence.
• Supervise preparation of meeting materials and investment documents.
• Coordinate meeting follow up and ensure client objectives are met.

Skills

Client relationship management

Communication skills

Detail oriented

Team collaboration

Education

Bachelor’s degree in finance or related field

Professional credentials CFP/CPA/CFA/JD

Tools

Salesforce

eMoney

Microsoft Office

Holistiplan

Fidelity/Schwab platforms

Job description

Sequoia Financial Group is expanding its wealth management team through a strategic partnership with Eide Bailly. This Wealth Advisor role is based in the Eide Bailly/Sequoia office in Bismarck, ND, and focuses on delivering comprehensive financial planning and asset management services to clients.

The ideal candidate has 5+ years of client-facing wealth planning experience, a strong technical background, and proficiency with Salesforce and eMoney.