Wealth Advisor Family Office

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 Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning.

As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client-first approach that fosters long-term relationships and trust. Our advisors understand their clients’ evolving needs, helping them to safeguard their legacy beyond finances. 

We are looking for passionate, client-focused professionals who are eager to take on the unique challenges and rewards of serving high-net-worth and ultra-high-net-worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high-caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come. You will own execution across each relationship, coordinating planning, investment, and entity-level work across our internal specialists and each families outside attorneys and CPA's. The role centers on deepening relationships. Growth comes from the quality of service: expanded mandates, additional family members and referrals.  Responsibilities

Relationship management

• Serve as primary day-to-day contact for each of your families, in partnership with a lead advisor
• Lead or co-lead client meetings and own the agenda, materials, and follow-through to completion
• Build relationships across generations, including bringing the next generation into the family's planning and governance
• Identify ways to expand each relationship: unmanaged assets, additional entities or family members, and unaddressed planning needs

Planning and structure

• Maintain a working map of each family's balance sheet across trusts, partnerships, LLCs, and foundations, including funding, distributions, and administrative requirements
• Partner with our Wealth Planning Department on estate, income tax, liquidity, and transfer planning, and translate the analysis into clear recommendations
• Coordinate with outside counsel, CPAs, trustees, and insurance advisors to implement advice and keep the family's advisors aligned
• Support family governance, including family meetings, investment policy for family entities, and philanthropic planning through foundations and donor-advised funds

Investments and reporting

• Implement portfolio recommendations across public and private markets, including capital call and distribution management
• Deliver consolidated reporting across custodians, entities, and alternative holdings, and explain performance and positioning in client meetings
• Coordinate trading and account activity with investment operations
• Document client activity, tasks, financial accounts, and policy adherence in Salesforce

Requirements

• Bachelor’s degree required in Economics, Finance or related field
• CFP® or CFA® designation with a minimum of 5 years of client-facing advisory experience; A minimum of 7 years of client-facing advisory experience at an RIA, with an active Series 65 license
• Experience serving UHNW or family office clients strongly preferred
• Technical knowledge of comprehensive financial planning, with depth in trust and entity structures, estate and gift tax, income tax planning, and private investment mechanics
• Previous experience working with financial planning software and planning deliverables
• Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
• Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

Competencies

• Precise execution: you close every loop across multiple families, entities, and outside advisors
• Clear, substantive communication
• Judgment about when to act independently and when to bring in the lead advisor or a specialist
• Discretion and composure around complex family dynamics

EEO Statement:
At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:
Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.