Associate Business Development Advisor

Description

The Associate Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a business development-oriented Advisor at Sequoia.He/she must have the desire and drive to evolve into a Business Development Advisor within two to three years (able to run smaller, less complex cases on their own). They must be eager and able to learn working closely in support of, and under the guidance of, one to three Business Development Advisors and their immediate supervisor. They must have the interpersonal skills to quickly build rapport and trust with referral sources and prospective clients. Technical skills, including investment and financial planning concepts should be beyond basic, and reflective of recent educational focus, 12-36 months of prior industry experience, or from the acquisition or current pursuit of industry credentials (preferably the CFP designation).

Requirements

General Responsibilities

• Assist Advisor(s) with prospect and custodian advisor follow-up communications and activities
• Conduct research on prospective clients (Wealth Engine, Facebook, LinkedIn, Google, etc.)
• Provide analytical and project management support for the unique needs of the  Advisor team
• Develop and prepare marketing presentations for prospective clients
• First calls to custodian reps on referral background and issues/opportunities
• Pre-meeting introductory client materials preparation and distribution
• Manage new business data and associated action items within Salesforce
• Proposal preparation assistance
• Coordination with outside vendors as needed and directed by Advisors(s) (Long Road, Valmark, etc.)
• Asset and fee verification for closed/won opportunities
• New relationship and account documentation in concert with Client Service Associates
• Participation in virtual and in-person training and development programs as required
• Prospect or referral source small event planning and execution
• Scheduling and calendar management for Advisor(s)
• Participate in some of the team’s prospective client meetings and follow up, as appropriate

Required Skills/Experience

• Bachelor’s degree in Finance or related field
• Acquired, currently pursuing or willing to pursue the CFP designation
• One to three years of financial services industry experience required
• 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 to referral sources and prospective clients
• Competent with Microsoft Office Suite and CRM or database applications

Personal Characteristics

• Utmost integrity
• Customer service-oriented with a client-first mentality
• Eagerness to learn and develop
• Ability to work independently as well as leverage resources in a team-based environment
• Professional presence and 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
• Strong communication skills, both written and verbal
• Comfortable and competent with extensive use of technology resources in engaging clients and team members