Wealth Advisor

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 ofour purpose to enrich lives. At Sequoia, our core values are:

• • Teamwork. We work selflessly to enrich the lives of our clients and our community.
  • Passion. We relentlessly pursue our full potential.
  • Integrity. We act in the best interest of others.

• Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
• Build trusted, multigenerational client relationships through proactive communication, advice, and ongoing engagement.
• Lead comprehensive wealth management discussions, including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning.
• Develop and oversee the implementation of customized wealth management strategies aligned with each client's goals and circumstances.
• Participate in prospective client meetings alongside Business Development Advisors and support the transition of new relationships into ongoing advisory engagements.
• Conduct regular client review meetings to evaluate progress, identify planning opportunities, and adjust strategies as client needs evolve.
• Supported by Associate Wealth Advisors and Client Service Associates who prepare meetings, execute recommendations, and deliver a consistent client experience.
• Maintain accurate client records and document recommendations in accordance with firm policies and compliance requirements.
• Deliver an exceptional client experience that drives long-term client retention, satisfaction, and advocacy.

• 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory capacity.
• Demonstrated success in retaining and growing existing client relationships through exceptional service and advice.
• Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
• Ability to lead complex client conversations and coordinate multiple planning disciplines.
• Experience working within a team-based advisory environment.
• Excellent communication, relationship management, and organizational skills.
• CFP®, CFA®, CPA, or other advanced professional designation required.
• Bachelor's degree required in Economics, Finance or related field
• Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Bachelor's Degree required.
• Clean U-4

• Focus on serving clients and delivering advice-not prospecting.
• Dedicated Business Development Advisors responsible for sourcing and onboarding new relationships.
• Access to specialized teams in investments, tax planning, estate planning, retirement planning, and family office services.
• Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service.
• Opportunity to work with successful individuals and families while leveraging the resources of a nationally recognized fiduciary wealth management firm.