Business Development Financial Advisor
Sequoia Financial Advisors
- Boston, MA
- Permanent
- Full-time
- Teamwork. We work selflessly to enrich the lives of our clients and our community.
- Passion. We relentlessly pursue our full potential.
- Integrity. We act in the best interest of others.
- Oversee the entire life cycle of the client's relationship with the firm, from leading the proposal, to designing and implementing their financial, estate and portfolio strategies.
- Building and maintaining an ongoing relationship with the client and leading the engagement team to proactively deliver solutions to meet their ongoing planning needs.
- Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials.
- Work effectively with each client's total engagement team both within Sequoia and external advisors.
- Source and acquire new clients to expand existing markets and/or create growth in new markets.
- Bachelor's degree in Finance or related field
- One or more industry credentials, e.g. CFP, CFA, CPA, etc.
- 7-10 years of financial planning and investment management experience
- Proven track record of success in originating and acquiring new clients
- Strong technical proficiency in all aspects of comprehensive financial planning, including: estate planning, asset management, tax planning and closely held entities
- Ability to assess complex financial profiles and strategies, and communicate issues, opportunities and solutions clearly and concisely to clients
- Ability to work independently as well as leverage resources effectively in a team-based environment
- Customer service-oriented with a client-first mentality
- Professional presence and the ability to inspire confidence of clients and team members
- Must be a self-starter and goal-oriented
- Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines
- Ability to find creative solutions to problems, devise strategies, and propose solutions