Financial Advisor
Sequoia Financial Advisors
- Houston, TX
- Permanent
- Full-time
- 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.
- Manage the day-to-day aspects of client engagements as a member of a team.
- Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
- Proactively maintain client relationships through excellent client service.
- Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
- 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.
- Draft emails following client meetings, clarifying understandings and outlining steps for implementation.
- Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
- Attend and participate in client meetings
- Complete client meeting notes and follow up tasks as required.
- Coordinate the execution of trade orders with the Asset Management Department (AMD)
- Perform other duties and responsibilities, as assigned.
- Develop a deeper technical expertise in general financial knowledge.
- Identify additional planning or asset management opportunities in existing client relationships.
- Bachelor's degree required in Economics, Finance or related field
- CFP achieved or working toward
- 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
- Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
- Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
- Excellent communication skills, both written and verbal
- Ability to find creative solutions to problems, devise strategies, and propose solutions
- Self-starter and able to perform job duties with little supervision
- Customer service oriented, with the ability to work independently as well as collaborate with team members
- Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues