Associate Wealth Advisor

Job overview

The Associate Wealth Advisor role is an onsite, full-time position in Tampa, FL. Compensation is not specified. Sequoia Financial Group is a registered investment advisor offering financial planning and wealth management, with a stated purpose of enriching lives. This developmental role supports advisors while preparing the associate to progress toward becoming a Wealth Advisor within two to three years. The associate assists with prospect communications, research, presentations, proposals, client meeting preparation, new-business tracking, and relationship documentation.

What you'll do

• Support advisor follow-up with prospects and custodians
• research prospective clients
• provide analytical and project management support
• prepare marketing presentations and client materials
• manage new-business data and action items in Salesforce
• assist with proposals and account documentation
• verify assets and fees
• coordinate with vendors
• schedule advisor calendars
• participate in selected prospect meetings and follow-up.

What we're looking for

Skills & competencies

associate wealth advisor

wealth management

financial planning

registered investment advisor

client research

prospect support

salesforce

proposal preparation

tampa fl

sequoia financial group

series 65

series 7

series 66

cfp

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree in finance or a related field, four years of client-facing financial services experience, and specified investment adviser representative registration and securities credentials.

About the employer

Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.