Wealth Strategist

Sequoia Financial Group Llc•Phoenix, AZ

19h

About The Position

The Wealth Strategist will construct complex financial plans as well as be an integral member of the client advisory team. This role will be the primary point of communication for our Private Wealth, Sentinel Family Office, and channel partner clients regarding planning strategy. They will collaborate with other members of the team to exceed our client expectations. This individual needs to have a strong understanding of wealth planning strategies as they will be responsible for developing and delivering complex financial plans and corresponding recommendations.

Requirements

Bachelor’s degree- prefer a degree in Financial Planning or Finance
CFP® certificate or advanced credential in related practice area (ex., JD, CPA) or specialized knowledge unique to one of Sequoia’s channel partnerships
10 years of experience in the financial planning field
Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life
Experience working with financial planning software
Competency with Microsoft Office products

Nice To Haves

Experience working with high net-worth clients
Experience with eMoney software a plus
Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.

Responsibilities

Serve as subject matter expert on complex and/or channel partner-specific wealth planning strategies and recommendations
Present and participate in meetings with existing and potential clients
Work with other members of the client’s service team to prepare for client meetings and our Wealth Planning team for a cohesive approach to planning.
Work with the Wealth Planning team to construct financial plans for complex clients in alignment with Sequoia’s planning philosophy.
Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs financial plans to execute strategy.
Advises clients on wealth planning strategies consistent with Sequoia guidelines.
Maintains compliance with all internal policies and procedures.
Work with Wealth Planning team leadership to maintain deep expertise in technical planning topics and other related areas.
Has the knowledge and ability to structure financial plans within a fiduciary framework.
Assists the advisory and wealth planning team in the development of cohesive firm-level planning strategy.
Actively engages with the advisory team in relationship reviews and offer ideas and strategies to actualize client aspirations. Interfaces with other advisors and sales team members as necessary to provide exemplary service to the client.
Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions.
Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual.