Wealth Management Analyst

Job Description

Job Description

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.

Sequoia’s Wealth Management Analyst program is an 18-month rotational program designed to train and develop Financial Advisors. We seek individuals who thrive in a fast-paced team environment and are eager to learn new skills to grow professionally and to learn in a hands-on manner. This program will provide the foundational skills and experience to become a Financial Advisor at Sequoia. Participants should be ready to pursue or be on track to obtain their CFP certification and/or applicable licenses, i.e., Series 65.

Program Structure

After the initial onboarding, Analysts will participate in an 18-month rotations in the following areas. In addition to their rotational work, Analysts will continue to have at least 25% of their time dedicated to sales proposal presentation support.

• Initial Onboarding
  • Complete training modules through Salesforce to learn the Sequoia technology and basic processes.
  • Shadow a current Wealth Management Analyst to learn the process to develop sales proposal presentations.
• Wealth Planning
  • Data gathering and analysis for planning process, e.g. Social Security, ROTH conversions, running calculations, drafting plans.
  • Project-based work 
• Asset Management
  • Markets & Strategy Update meeting preparation
  • Recording minutes for Investment Voting Committee meetings
  • Prep for CIO’s bi-weekly investment update briefs
  • Update factsheets and model data
• Advisor Support
  • Shadowing an Advisor
  • Participating in client meetings, preparing materials for the meeting, and supporting the follow-ups after the meeting

Required Skills/Experience

• Bachelor’s degree
• Currently pursuing or willing to pursue additional industry certifications (Ex. CFP or CFA)
• Strong knowledge of MS tools, including Word, Excel, and PowerPoint

Preferred Skills/Experience

• 1-3 years relevant experience
• 65 preferred 
• Financial industry and product knowledge preferred 
• Attention to detail 
• High willingness to learn
• Strong technical abilities
• Thrives in a fast-paced environment 
• Ability to meet deadlines
• Ability to work with diverse personalities across a broad geography 
• Able to work independently and effectively on a team
• Strong interpersonal and communication skills 
• Effective written skills 

Competencies

• Relationship Management
• Communication
• Critical Thinking
• Business Acumen