Business Development Wealth Advisor

Sequoia Financial Group Llc • Denver, CO

9d • Onsite

About The Position

We are seeking a Wealth Advisor with 10-15 years of client facing, comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Denver, CA. The ideal candidate will be highly strategic, team-oriented, and service-focused with the technical ability to handle highly complex planning for clients across the wealth continuum in tandem. This position will be responsible for sourcing new clients by capitalizing on referral opportunities and providing high-touch, white-glove service in tandem with other professionals. Sequoia has extensive resources to support its advisors in providing fully integrated wealth management services to clients.

Requirements

• 10-15 years of client-facing wealth planning experience with strong technical proficiency in estate planning, asset management, tax planning, and planning for closely held entities.
• Bachelor’s and/or Masters in finance, accounting, tax or related field
• One or more professional credentials such as CFP, CPA, CFA, JD, etc.
• Active Series 7 & 66 or Series 65
• Clean Form U4 without any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Ability to simplify complexity for clients and advisors and communicate solutions clearly and effectively.
• Experience with eMoney required.

Nice To Haves

• Experience with Holistiplan planning software (or equivalent).
• Familiarity with the Fidelity and Schwab investment platforms.
• Experience using Salesforce or a similar CRM system.
• Experience working directly with CPA firms.

Responsibilities

• Oversee the lifecycle of a client’s initial relationship with the firm, from working with the CPA and client to gather information, to creating/leading the proposal, to designing and implementing their financial, estate, and portfolio strategies.
• Serve as the primary point of contact for client relationships.
• Manage a pipeline of opportunities, document all interactions and relevant information and provide clear, actionable insights to Sequoia and Eide Bailly to move opportunities forward.
• Build and maintain ongoing relationships with the CPAs and clients to proactively identify planning opportunities and address ongoing planning needs.
• Define client meeting objectives and follow-up on all action items, including the execution of trade orders, in a timely manner utilizing the firm’s robust technology resources and advisory team support.
• Supervise and coordinate the preparation of client meeting materials including agenda, planning analyses, investment materials, etc.
• Work collaboratively with and mentor technical advisors to ensure their work is aligned with client objectives and that communication to the client and their advisors is clear and concise.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees