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Business Development Financial Advisor
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- Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services.
- We seek an experienced advisor with an established track record of business development success to work in a team-based practice and contribute to our growing San Antonio office.
- Sequoia has extensive resources to support advisors in providing fully-integrated wealth management services to our clients.
- 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.
- Define meeting objectives and work within the robust technology resources and advisory team to deliver supporting materials.
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