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Business Development Managing Advisor (Wealth Management)

Company: SEQUOIA FINANCIAL GROUP
Location: Akron
Posted on: April 10, 2021

Job Description:

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, with 30 years of financial planning and wealth management experience. Sequoia serves the financial planning needs for individuals and families across the wealth continuum whether that's individuals planning for retirement, private business owners, entrepreneurs growing their business, families looking for multi-generational wealth strategies or public company executives and those who have inherited their wealth. Our different segments allow us to meet clients where they are, and tailor solutions which are right for them. 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 values are:


  • Teamwork. We work selflessly to enrich the lives of our clients and our community.
  • Passion. We relentlessly pursue our full potential.
  • Integrity. We act in the best interest of others.


    We seek experienced advisors with an established track record of business development success to work in a team- based practice and contribute to a growing firm in any of the following markets: Akron/Cleveland, Detroit, Chicago, Milwaukee and Pittsburgh. This position will originate and acquire new clients, working collaboratively with asset management, financial planning, and servicing advisor team members in the process. In addition to leveraging their own personal network and centers of influence, the Business Development Managing Advisor will also source leads through several well-developed distribution channels and Sequoia's on-line presence. Sequoia has extensive resources to support advisors in providing fully-integrated wealth management services to our clients.

    Responsibilities

    • Source and onboard new clients to expand existing markets and/or create growth in new markets.
    • Leverage a team based approach to oversee the entire life cycle of the client's relationship with the firm, from leading the proposal, to designing and implementing their financial, estate and portfolio strategies.
    • May also have responsibility for maintaining a relationship with the client ongoing for overall strategy and ensuring the engagement team is proactively delivering solutions to meet their ongoing planning needs.
    • Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials during the origination and onboarding phase.
    • Work effectively with each client's total engagement team both within Sequoia and external advisors.

      Required Skills/Experience

      • Bachelor's degree in Finance or related field
      • One or more industry credentials, e.g. CFP, CFA, CPA, etc.
      • 7-10 years of financial planning and investment management experience with clients ranging from $2-$25+ million in net-worth
      • Proven track record of success in originating and acquiring new clients
      • Has an established network of professionals who have a track record of making referrals
      • Strong technical proficiency in all aspects of comprehensive financial planning, including: estate planning, asset management, tax planning and closely held entities
      • Ability to assess complex financial profiles and strategies, and communicate issues, opportunities and solutions clearly and concisely to clients


        Personal Characteristics

        • Utmost integrity - is a true fiduciary, by law, by nature, and by every standard
        • Customer service-oriented with a client-first mentality
        • Ability to work independently as well as leverage resources effectively in a team-based environment
        • Professional presence and the ability to inspire confidence of clients and team members
        • Must be a self-starter and goal-oriented
        • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines
        • Ability to find creative solutions to problems, devise strategies, and propose solutions
        • Strong communication skills, both written and verbal
        • Competent with Microsoft Office Suite

Keywords: SEQUOIA FINANCIAL GROUP, Akron , Business Development Managing Advisor (Wealth Management), Executive , Akron, Ohio

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