Wealth Advisor in Training: Grow into a Lead Client Planner

Sequoia Financial Group; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Sequoia Financial Group in Tampa, FL seeks an Associate Wealth Advisor in a developmental role designed to evolve into a Wealth Advisor within two to three years. You will support Advisors, perform research, prepare materials, and help manage client relationships while acquiring CFP-type credentials.

Ideal candidates have a finance degree, prior client-facing experience, and are eager to learn financial planning concepts, with access to mentorship and structured training.

Qualifications

• Bachelor’s degree in finance or related field required.
• Acquired, currently pursuing or willing to pursue the CFP designation.
• Minimum of four years' experience in a client-facing financial services role.
• Must be a registered representative (IAR) of firm.
• Two consecutive years as IAR with a Series 65 or Series 7 and Series 66 combination.

Responsibilities

• Assist other Advisor(s) with prospect and custodian advisor follow-up communications and activities.
• Conduct research on prospective clients (Wealth Engine, Facebook, LinkedIn, Google, etc.).
• Provide analytical and project management support for the Advisor team.
• Develop and prepare marketing presentations for prospective clients.
• First calls to custodian reps on referral background and issues/opportunities.
• Pre-meeting introductory client materials preparation and distribution.
• Manage new business data and associated action items within Salesforce.
• Proposal preparation assistance.
• Coordination with outside vendors as needed and directed by Advisors.
• Asset and fee verification for closed/won opportunities.
• New relationship and account documentation with Client Service Associates.
• Participation in training and development programs.
• Prospect or referral source event planning and execution.
• Scheduling and calendar management for Advisor(s).
• Participate in some meetings and follow up as appropriate.

Skills

Client-facing financial services

Analytical thinking

Interpersonal skills

Communication abilities

Education

Bachelor’s degree in finance or related field

Pursuing CFP designation

CFP or CFA designation beneficial

Tools

Microsoft Office Suite

CRM or database applications

Job description

Sequoia Financial Group in Tampa, FL seeks an Associate Wealth Advisor in a developmental role designed to evolve into a Wealth Advisor within two to three years. You will support Advisors, perform research, prepare materials, and help manage client relationships while acquiring CFP-type credentials.

Ideal candidates have a finance degree, prior client-facing experience, and are eager to learn financial planning concepts, with access to mentorship and structured training.