Work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
Responsibilities
Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Requirements
Bachelor’s degree (degrees in finance or related field are a plus)
Nice to have: High net worth client experience
Nice to have: Ultra-high net worth client experience
The Associate Wealth Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a Wealth Advisor at Sequoia.
Responsibilities
Assist other Advisor(s) with prospect and custodian advisor follow-up communications and activities
Conduct research on prospective clients
Provide analytical and project management support for the unique needs of the Advisor team
Develop and prepare marketing presentations for prospective clients
First calls to custodian reps on referral background and issues/opportunities
The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts, focusing on an established base of clients and organically growing their practice through referrals.
Compensation
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
Responsibilities
Lead and develop a high-performing team of Wealth Advisors
Drive cultural integration of acquired wealth management practices
Serve as a trusted advisor to affluent clients, identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations
Ensure client retention through meaningful, long-term relationships and implementation of comprehensive financial solutions
Maintain strict adherence to compliance and regulatory standards
Requirements
Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance)
Master’s degree
Nice to have: Chartered Financial Consultant (ChFC)
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
Compensation
This is a salary paid position with bonus potential
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
Meet with participants and eligible employees to educate employees regarding plan participation.
Provide objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans, including presentations, education, and targeted campaigns.
Compensation
The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions.
Responsibilities
Conduct individual and group presentations, in person or via video technology
Actively participate in benefit fairs and new employee orientations
Participate in the annual plan review and financial education planning process
Assist Relationship Manager and/or District Vice President with targeted education campaigns
Meet with participants and eligible employees to educate employees regarding plan participation
Provide objective guidance to plan sponsors and employees on retirement savings plans, including presentations, enrollment meetings, and education campaigns.
Compensation
The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions.
Responsibilities
Conduct individual and group presentations to improve awareness of plan features
Participate in benefit fairs and new employee orientations
Assist Relationship Manager and/or District Vice President with targeted education campaigns
Meet with participants and eligible employees to educate them regarding plan participation
Provide objective guidance to plan sponsors and employees on retirement savings plans, conduct presentations, and support enrollment and education initiatives.
Responsibilities
Conduct individual and group presentations to improve awareness of plan features
Participate in benefit fairs and new employee orientations
Assist Relationship Manager and/or District Vice President with targeted education campaigns
Meet with participants and eligible employees to educate on plan participation
Senior Wealth Planning Consultant responsible for developing and delivering high-value financial plans for high net worth clients, collaborating with Investment Advisors and Branch Managers to grow client assets and support business growth.
Compensation
$70,000.00 - $140,000.00
Responsibilities
Develop detailed financial plans for HNW/UHNW clients
Conduct client presentations and coaching
Implement wealth planning strategies
Build internal/external networks and referral sources
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