What are the responsibilities and job description for the Wealth Planner position at Sequoia Financial Group Llc?
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:
- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, and financial planning services that are delivered to our clients.
Responsibilities
- This position interacts with advisors to gather data for the initial plan or plan review.
- Duties include entering client information into comprehensive financial planning software, producing analytical reports for use in the plan, and identifying and recommending appropriate planning strategies to deliver a great client experience.
- Serve as an ongoing resource to client facing advisors to answer technical planning questions.
- Develop a deeper expertise in a specific technical area as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.
Required Skills/Experience
- Bachelor's Degree - Prefer a degree in Financial Planning or Finance
- CFP® certificate or advanced credential in related practice area (ex., JD, CPA)
- 3-5 years experience in financial planning
- 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
Preferred Skills/Experience
- 7-10 years experience a plus
- 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
- Excellent analytical and problem solving skills
- Excellent written and oral communications skills
- Self-starter and ability to function with autonomy
- Keen attention to detail
- Ability to prioritize multiple concurrent tasks and adhere to established deadlines
- Adaptable and able to work collaboratively
- Client service orientation