Wealth Advisor Business Development, Ultra-High Net Worth

Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. We are excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi.

This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation.

As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals.

We seek an experienced advisor with an established track record of Ultra High Net Worth business development success to work in a team- based practice and contribute to our growing Phoenix 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.   

Requirements

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 new clients to expand existing markets and/or create growth in new markets.

Required Skills/Experience

• Bachelor’s degree in Finance or related field
• One or more industry credentials, e.g. CFP, CFA, CPA, etc. 
• 7-10 years of financial planning and investment management experience with ultra-high net worth clients ranging from $25+ million in net-worth
• Knowledge of Fidelity and Schwab custodial platforms a plus 
• Proven track record of  success in originating and acquiring new clients
• Establish a working relationship with peers, CPS's, COIs and other professionals in the market
• 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
• Must be willing to travel 
• Excellent presentation skills 

Personal Characteristics

• 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
• Strong sense of urgency
• Quickly absorb information