Wealth Strategist

Sequoia Financial Group Llc; Phoenix (AZ); On-site; USD 110,000 - 170,000; Full time

Job summary

Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners.

You will collaborate with the client advisory team to exceed client expectations, leveraging a strong wealth planning background and fiduciary-grade planning philosophy to deliver tailored recommendations.

Qualifications

• Bachelor’s degree in Financial Planning or Finance.
• CFP certification or an advanced credential in related practice area.
• 10 years of experience in financial planning.
• Solid knowledge of cash, tax, insurance, education and retirement planning, estate planning, and risk management.
• Experience using financial planning software.
• Proficiency with Microsoft Office suite.

Responsibilities

• Serve as subject matter expert on wealth planning strategies and recommendations.
• Present and participate in meetings with existing and potential clients.
• Collaborate with the client service team to prepare for client meetings and planning.
• Construct financial plans for complex clients in line with Sequoia’s planning philosophy.
• Evaluate client goals and develop relationship strategy and plans.
• Advise clients on wealth planning strategies per Sequoia guidelines.
• Maintain compliance with internal policies and procedures.
• Keep deep expertise in technical planning topics with Wealth Planning leadership.
• Assist advisory and wealth planning teams in developing cohesive firm-wide planning strategy.
• Foster accountability and coach team members to achieve objectives.

Skills

Analytical skills

Communication skills

Team collaboration

Autonomy

Client service

Attention to detail

Education

Bachelor’s degree in Financial Planning or Finance

CFP certification or advanced credential

Tools

eMoney

Microsoft Office

Job description

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.

Summary of the position

The Wealth Strategist will construct complex financial plans as well as be an integral member of the client advisory team. This role will be the primary point of communication for our Private Wealth, Sentinel Family Office, and channel partner clients regarding planning strategy. They will collaborate with other members of the team to exceed our client expectations. This individual needs to have a strong understanding of wealth planning strategies as they will be responsible for developing and delivering complex financial plans and corresponding recommendations.

Responsibilities

• Serve as subject matter expert on complex and/or channel partner-specific wealth planning strategies and recommendations
• Present and participate in meetings with existing and potential clients
• Work with other members of the client’s service team to prepare for client meetings and our Wealth Planning team for a cohesive approach to planning.
• Work with the Wealth Planning team to construct financial plans for complex clients in alignment with Sequoia’s planning philosophy.
• Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs financial plans to execute strategy.
• Advises clients on wealth planning strategies consistent with Sequoia guidelines.
• Maintains compliance with all internal policies and procedures.
• Work with Wealth Planning team leadership to maintain deep expertise in technical planning topics and other related areas.
• Has the knowledge and ability to structure financial plans within a fiduciary framework.
• Assists the advisory and wealth planning team in the development of cohesive firm-level planning strategy.
• Actively engages with the advisory team in relationship reviews and offer ideas and strategies to actualize client aspirations. Interfaces with other advisors and sales team members as necessary to provide exemplary service to the client.
• Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions.
• Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual.

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) or specialized knowledge unique to one of Sequoia’s channel partnerships
• 10 years of experience in the financial planning field
• 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

• Experience working with high net-worth clients
• 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
• Strong team orientation and interpersonal skills
• Strong presentation 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