Wealth Advisor

Job Description

Job Description

Sequoia Financial Group is 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. Summary of the position

We are seeking a Wealth Advisor with 5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Phoenix, AZ. The ideal candidate will have extensive experience building comprehensive financial plans, either individually or as part of a team, and executing on all aspects of a client’s plan. This position requires a high level of technical ability, attention to detail, teamwork, and follow-through.

Responsibilities

• Manage the day-to-day aspects of client engagements as a member of a team.
• Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience.
• Proactively maintain client relationships through excellent client service.
• Assist with or lead in the collection of financial planning data from prospective clients.
• Assist or lead in the creation of asset management reports to be delivered to clients (the advisor may play a lead or support role in delivering these reports).
• Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
• Serve as a primary point of contact for client relationships.
• Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
• Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
• Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
• Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
• Complete client meeting notes and follow up tasks as required.
• Coordinate the execution of trade orders with the Asset Management Department (AMD)
• Develop a deeper technical expertise in general financial knowledge.
• Identify additional planning or asset management opportunities in existing client relationships.

Required Skills/Experience

• Bachelor’s degree required in finance, accounting, economics or related field.
• One or more professional credentials such as CFP, CPA ( tax focus), CFA, JD (with business, tax, and estate planning focus)
• Active Series 7 & 66 or Series 65.
• Technical knowledge of all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management.
• Previous experience working with financial planning software and planning deliverables.
• Competence using Microsoft Office applications and Client Relationship Management system such as Salesforce.
• Experience with eMoney required.

Preferred Skills/Experience

• Experience with Holistiplan planning software.
• Familiarity with the Fidelity and Schwab investment platforms.

Competencies

• Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service.
• Excellent written and verbal communication skills.
• Customer service-oriented with a client-first mentality.
• Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines.