Business Development Wealth Advisor

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 :

• 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 an experienced advisor with an established track record of business development success to work in a team-based practice and contribute to our growing Houston office. This position will originate and acquire new clients, working collaboratively with all departments. In addition to leveraging their own personal network and centers of influence, the Advisor will also source leads through several well-developed distribution channels. Sequoia has extensive resources to support advisors in providing fully-integrated wealth management services to our clients.

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