Associate Wealth Advisor

Sequoia Financial Group

. Assist Advisors with prospect and custodian advisor follow-up communications and activities .

Posted 11/11/2026full-timeUnited StatesJuniorMid-Level💰 $60,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services with strong analytical and project management skills, alongside proficiency in client communication and relationship management. Capable of utilizing CRM tools like Salesforce and preparing marketing materials to support Advisors effectively.

Highest-signal resume keywords

Bachelor's Degree In FinanceCFP Designation PursuitSeries 65 Or 66Salesforce ManagementFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProject ManagementClient Relationship ManagementProposal PreparationData ManagementMarketing Presentation DevelopmentAsset VerificationCalendar ManagementEvent PlanningFinancial Profile Assessment

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganizational SkillsTime-Management SkillsTeam Collaboration

Tools & Technologies

Wealth EngineSalesforceMicrosoft Office SuiteCRM ApplicationsSocial Media Platforms

Certifications & Qualifications

CFP CertificationSeries 65Series 66Clean Form U4

Industry Keywords

Financial ServicesClient ServiceProspective Client MeetingsReferral ManagementCustodian Advisor Communication

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in finance or related field required
2–5 years of financial services industry experience required
Acquired, currently pursuing, or willing to pursue the CFP designation
Willing to enroll in CFP certification
Series 65 or 66
Clean Form U4 required; no regulatory disclosures, client complaints, arbitrations, or disclosable settlements
Prior sales, client service, or client-facing experience in any industry
Ability to assess financial profiles and strategies and communicate issues, opportunities, and solutions clearly and concisely
Competent with Microsoft Office Suite and CRM or database applications
Legally authorized to work in the United States full-time without employer sponsorship
Strong written and verbal communication skills
Strong organizational and time-management skills
Ability to work independently and in a team-based environment
Comfortable using technology resources to engage clients and team members

Benefits

Comp & perks

Experiential learning and development opportunity
Participation in virtual and in-person training and development programs
Opportunity to grow into a Wealth Advisor role within two to three years
Occasional travel to client sites, company offices, or industry events as needed