Sequoia Financial Group

Associate

• Assist Advisors with prospect and custodian advisor follow-up communications and activities
• Research prospective clients using Wealth Engine, Facebook, LinkedIn, Google, and other resources
• Provide analytical and project management support for Advisor team needs
• Develop and prepare marketing presentations for prospective clients
• Contact custodian representatives regarding referral backgrounds and issues or opportunities
• Prepare and distribute introductory client materials before meetings
• Manage new business data and action items in Salesforce
• Assist with proposal preparation
• Coordinate with outside vendors as directed by Advisors
• Verify assets and fees for closed/won opportunities
• Prepare new relationship and account documentation with Client Service Associates
• Participate in required virtual and in-person training and development programs
• Plan and execute small events for prospects or referral sources
• Schedule and manage Advisors’ calendars
• Participate in prospective client meetings and follow up as appropriate

Explore Associate Wealth Advisor at Sequoia Financial Group. Review requirements and application details.

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Associate Wealth Advisor