Talent.com
Business Development Wealth Advisor

Business Development Wealth Advisor

Sequoia Financial GroupHouston, TX, United States
1 day ago
Job type
  • Full-time
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.

Responsibilities

  • 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.
  • Building and maintaining an ongoing relationship with the client and leading the engagement team to proactively deliver solutions to meet their ongoing planning needs.
  • Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials.
  • Work effectively with each client's total engagement team both within Sequoia and external advisors.
  • Source and acquire n ew clients to expand existing markets and / or create growth in new markets.
  • Requirements

  • Bachelor's degree in Finance or related field
  • One or more industry credentials, e.g. CFP, CFA, CPA, etc. required
  • Series 66 or 65
  • 7-10 years of financial planning and investment management experience
  • Proven track record of success in originating and acquiring new clients
  • 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
  • Competencies

  • Ability to work independently as well as leverage resources effectively in a team-based environment
  • Customer service-oriented with a client-first mentality
  • 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
  • Strong technology skills
  • Create a job alert for this search

    Wealth Advisor • Houston, TX, United States

    Related jobs
    • Promoted
    Business Development Wealth Advisor

    Business Development Wealth Advisor

    Sequoia Financial Group LlcHouston, TX, US
    Full-time
    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 sin...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor III

    Wealth Advisor III

    Cadence BankHouston, TX, United States
    Full-time
    Position Title : Wealth Advisor III.Location : 1333 West Loop South, Ste 1500, Houston, TX 77027.A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of bus...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Corient CareersHouston, TX, United States
    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: 1 day ago
    Wealth Advisor

    Wealth Advisor

    CI Financial Corp.Houston, TX, 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
    Business Development - Sales

    Business Development - Sales

    Axis Builders, LLCHouston, TX, United States
    Full-time
    A driven, relationship-focused Business Development professional to help us expand our network and secure meaningful construction opportunities throughout Greater Houston.Proven experience in busin...Show moreLast updated: 5 days ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    ConfidentialHouston, TX, United States
    Full-time
    Flourishing registered investment advisor.The Company is in search of a Senior Wealth Advisor to join their dynamic and growing team. The successful candidate will be instrumental in the ongoing suc...Show moreLast updated: 1 day ago
    • Promoted
    Business Development Associate

    Business Development Associate

    CLS HealthWebster, TX, United States
    Full-time
    CLS Health is a growing healthcare system in Houston, Texas that is taking a different approach to healthcare.We are a physician-led healthcare group that focuses on providing patients with holisti...Show moreLast updated: 9 days ago
    • Promoted
    Wealth Advisor - Houston

    Wealth Advisor - Houston

    BankTalent HQHouston, TX, United States
    Full-time
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Sequoia Financial GroupHouston, TX, United States
    Full-time
    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 sin...Show moreLast updated: 1 day ago
    • Promoted
    Sr. Wealth Advisor

    Sr. Wealth Advisor

    Claire Myers ConsultingHouston, TX, US
    Full-time
    Our client is a well-established, family-founded wealth management firm that has been serving clients for over 30 years.With $200M in assets under management, the firm is focused on providing deep,...Show moreLast updated: 20 days ago
    • Promoted
    Associate Advisor / Wealth Planner

    Associate Advisor / Wealth Planner

    Signature Estate & Investment Advisors, LLCHouston, TX, US
    Full-time
    Associate Advisor / Wealth Planner.Signature Estate and Investment Advisors Inc.This position works directly with clients assisting them with reviews, market updates, trades, and other areas such a...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor III - Houston / Austin

    Wealth Advisor III - Houston / Austin

    Truist IncHouston, TX, United States
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Lead Wealth Advisor

    Lead Wealth Advisor

    ConfidentialHouston, TX, United States
    Full-time
    Join a flourishing registered investment advisor dedicated to excellence in financial services.Our company is seeking a dynamic Lead Wealth Advisor to become a vital part of our expanding team.In t...Show moreLast updated: 5 hours ago
    • Promoted
    Wealth Advisor - Houston

    Wealth Advisor - Houston

    Zions BancorporationHouston, TX, United States
    Full-time
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Wealth Advisor Associate

    Wealth Advisor Associate

    ConfidentialHouston, TX, United States
    Full-time
    Join a premier investment advisor and manager dedicated to delivering sophisticated financial solutions.We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division.Th...Show moreLast updated: 5 hours ago
    • Promoted
    Business Development Specialist

    Business Development Specialist

    Houston StaffingHouston, TX, US
    Full-time
    Business Development Specialist.Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors and CPAs who...Show moreLast updated: 5 days ago
    • Promoted
    Business Development Associate

    Business Development Associate

    TRS Roofing Systems - Houston, LLC.The Woodlands, TX, United States
    Full-time
    Business Development Associate.The Woodlands, Texas (On-site).At TRS Roofing Systems, we're a leading provider of high-quality commercial roofing solutions, serving businesses across the nation for...Show moreLast updated: 28 days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Sequoia Financial Group LlcHouston, TX, US
    Full-time
    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 sin...Show moreLast updated: 30+ days ago