What are the responsibilities and job description for the Wealth Management Analyst position at Sequoia Financial Group?
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 a 18-24 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 on track to obtain their CFP certification and / or applicable licenses, including immediately working to obtain the Series 65.
Requirements
Program Structure
Initial Onboarding
Complete training modules through Salesforce to learn the Sequoia technology and basic processes.
Data gathering and analysis for planning process, e.g. Social Security, ROTH conversions, running calculations, drafting plans.
Markets & Strategy Update meeting preparation
Shadowing an Advisor
Required skills / experience
Preferred Skills and Characteristics
Competencies
