Talent.com
No longer accepting applications
Wealth Advisor

Wealth Advisor

Sequoia Financial Group LlcBurlington, MA, US
30+ days ago
Job type
  • Full-time
Job description

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 college graduates, to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead farther. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results.

Responsibilities

  • Manage the day-to-day aspects of client engagements as a member of a team.
  • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
  • Proactively maintain client relationships through excellent client service.
  • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
  • Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
  • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
  • Serve as a primary point of contact for client relationships.
  • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
  • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
  • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
  • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
  • Complete client meeting notes and follow up tasks as required.
  • Coordinate the execution of trade orders with the Asset Management Department (AMD)
  • Develop a deeper technical expertise in general financial knowledge.
  • Identify additional planning or asset management opportunities in existing client relationships.

    • Requirements

  • Bachelor’s degree required in Economics, Finance or related field
  • Active Series 65
  • Willing to pursue a CFP
  • Technical knowledge of all aspects of comprehensive financial planning; including : cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
  • Previous experience working with financial planning software and planning deliverables
  • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
  • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

    • Competencies

  • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
  • Excellent communication skills, both written and verbal
  • Ability to find creative solutions to problems, devise strategies, and propose solutions
  • Self-starter and able to perform job duties with little supervision
  • Customer service oriented, with the ability to work independently as well as collaborate with team members
  • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues
    • Create a job alert for this search

    Wealth Advisor • Burlington, MA, US

    Related jobs
    • Promoted
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath GroupBoston, MA, US
    Permanent
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform.What Sets This Opportunity Apart.Transparent, direct BD payouts governed by LPL’s schedule.Receive an o...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor

    Private Client Financial Advisor

    CitizensWeston, MA, US
    Full-time
    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Private Client Financial Advisors (PCFAs). The Citizens PCFA is a branch-based adviso...Show moreLast updated: 8 days ago
    • Promoted
    DSP-Residential w / MAP

    DSP-Residential w / MAP

    The Arc of OpportunityPepperell, MA, US
    Part-time
    Interested in working for a company that has led the way to improving the lives of individuals with Developmental Disabilities for over 60 years? Do you believe in enriching the lives of individual...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Financial PartnersWellesley, MA, US
    Full-time
    Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor.The individual selected for this opportunity will be distinguished in academic achievem...Show moreLast updated: 6 days ago
    • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayManchester, NH, US
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles SchwabBOSTON, Massachusetts, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor with Athletic Background

    Wealth Advisor with Athletic Background

    New England Financial - Prudential AdvisorsNewton Highlands, MA, US
    Full-time
    Join New England Financial Prudential Advisors.Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial secur...Show moreLast updated: 30+ days ago
    • Promoted
    Career Advisor

    Career Advisor

    Action for Boston Community DevelopmentBoston, MA, US
    Full-time
    The MassHire Career Centers connect qualified job seekers with employers, providing the tools and resources needed to start a career, increase skills or find a new job. If you are passionate about c...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Ballentine Partners, LLCBoston, MA, United States
    Full-time
    Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.Our client families ...Show moreLast updated: 10 days ago
    • Promoted
    Experienced Life Agent - Wealth Advisor - Registered Representative

    Experienced Life Agent - Wealth Advisor - Registered Representative

    New York Life - John JudkinsBoston, MA, US
    Full-time
    We’re looking for an experienced.At New York Life, you won’t just grow your book of business—you’ll join a team of accomplished professionals committed to mentoring you and ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Go HealthcareMethuen, MA, US
    Full-time
    Go Healthcare is seeking a travel Occupational Therapist for a travel job in Methuen, Massachusetts.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (s...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Ballentine PartnersBoston, MA, United States
    Full-time
    Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.Our client families ...Show moreLast updated: 14 days ago
    • Promoted
    Citizens Banker

    Citizens Banker

    CitizensRAYMOND, New Hampshire, United States
    Full-time
    They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...Show moreLast updated: 30+ days ago
    • Promoted
    Residential Advisor

    Residential Advisor

    Adams and Associates, Inc.Manchester, NH, US
    Full-time
    Responsible for providing proper guidance to students to ensure positive group living relations and achievement in the Job Corps program. Provide guidance for students to achieve a positive attitude...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Focus Financial PartnersNeedham, MA, US
    Full-time
    Focus Partners Wealth seeks a motivated and qualified individual for the position of Wealth Advisor.The individual selected for this opportunity will be distinguished in academic and professional a...Show moreLast updated: 30+ days ago
    Wealth Advisor

    Wealth Advisor

    CI Financial Corp.Boston, MA, US
    Permanent
    At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Advisor (Andover, MA)

    Wealth Management Advisor (Andover, MA)

    TIAAAndover, MA, US
    Full-time
    Supported with a robust array of resources and solutions, advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Financial Advisor

    Virtual Financial Advisor

    CitizensBoston, MA, US
    Full-time
    Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.We are currentl...Show moreLast updated: 15 days ago
    • Promoted
    Day Residential Advisor

    Day Residential Advisor

    Adams and Associates, Inc.Manchester, NH, US
    Full-time
    Are you passionate about helping others and making a positive impact in their lives? We are seeking a friendly and dedicated Day Residential Advisor to join our team in the Social Development Depar...Show moreLast updated: 10 days ago
    • Promoted
    Senior Residential Advisor

    Senior Residential Advisor

    Adams and Associates, Inc.Manchester, NH, US
    Full-time
    Directs and coordinates activities of the residential advisors on assigned shift.Responsible for residential activities within the dormitory providing for maximum program coordination, student disc...Show moreLast updated: 30+ days ago