Senior Wealth Advisor - Strategy, Planning & Client Growth

ADP, Inc.; Dublin (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Sequoia Financial Group in Dublin, OH is seeking a highly motivated Wealth Advisor to join our team. In this senior, client-facing role you will develop and execute client relationship plans, deliver comprehensive financial planning, and drive portfolio growth with our service team.

You will collaborate with the Wealth Planning Department to prepare planning data, asset management reports, and timely advice delivery.

Qualifications

• Bachelor’s degree in Economics, Finance or related field required.
• CFP designation required or 7+ years client-facing advisory experience with an RIA.
• Strong communication, client service and organizational skills.

Responsibilities

• Manage day-to-day client engagements as part of a team.
• Identify and deliver asset management, financial and estate planning advice.
• Maintain client relationships through excellent service.
• Assist or lead in data collection with Wealth Planning Department to develop plans.
• Lead in creating asset management reports for client delivery.
• Coordinate with internal and external resources to meet client objectives.

Skills

Communication skills

Client relationships

Self-motivation

Customer service

Education

Bachelor’s degree in Economics, Finance or related field

CFP credential

Tools

Salesforce

Microsoft Office

Job description

Sequoia Financial Group in Dublin, OH is seeking a highly motivated Wealth Advisor to join our team. In this senior, client-facing role you will develop and execute client relationship plans, deliver comprehensive financial planning, and drive portfolio growth with our service team.

You will collaborate with the Wealth Planning Department to prepare planning data, asset management reports, and timely advice delivery.