Wealth Planner

Sequoia Financial Group; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Sequoia Financial Group is seeking a motivated Wealth Planner to prepare comprehensive financial plans and modular analyses for clients, working closely with client-facing advisors in our Tampa, FL office.

The role supports retirement, education, insurance, estate, business succession, philanthropic planning and related services, with collaboration across the Wealth Planning Department.

Qualifications

• Bachelor’s degree in Financial Planning or Finance required or preferred
• CFP® certificate or advanced credential in related practice area (ex., JD, CPA) required
• 3–5+ years experience in financial planning
• Strong technical knowledge across cash management, tax planning, insurance, education, retirement, estate, and risk management
• Experience with financial planning software and Microsoft Office

Responsibilities

• Gather data with advisors for initial plan or reviews
• Enter client information into financial planning software and produce analytical reports
• Identify and recommend planning strategies; support advisors in delivering client plans
• Develop deeper expertise in a technical area or client segment with manager guidance
• Assist with training and evaluating new planning technology and data gathering processes

Skills

Analytical skills

Communication skills

Self-starter

Attention to detail

Multitasking

Education

Bachelor’s degree in Financial Planning or Finance

CFP certificate or advanced credential (e.g., JD, CPA)

Tools

Financial planning software

Microsoft Office

eMoney software

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. This role will be located in our Tampa, FL office.

Responsibilities

• This position interacts with advisors to gather data for the initial plan or plan review
• Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience.
• Serve as an ongoing resource to client facing advisors to answer technical planning questions.
• Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.
• Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.

Required Skills/Experience

• Bachelor’s degree - prefer a degree in Financial Planning or Finance
• CFP® certificate or advanced credential in related practice area (ex., JD, CPA)
• 3-5 years+ experience in financial planning
• Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life
• Experience working with financial planning software
• Competency with Microsoft Office products

Preferred Skills/Experience

• 7-10 years' experience a plus
• Experience with eMoney software a plus
• Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.

Competencies

• Excellent analytical and problem-solving skills
• Excellent written and oral communications skills
• Self-starter and ability to function with autonomy
• Keen attention to detail
• Ability to prioritize multiple concurrent tasks and adhere to established deadlines
• Adaptable and able to work collaboratively
• Client service orientation

EEO Statement

At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Travel within 2 hours of Tampa, 10-20% of your time.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.