Jobs in the United States

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Added 1 min ago
T
AI/ML Engineer II
TEKsystems
Austin, TX
- $107,500 to $161,300 USD / year
Added 1 min ago
Case Worker Outreach
GHI Gateway Healthcare, Inc.
United States
…procedures and MTT Medicaid guidelines: including updating of client database, reviewing outside correspondence and following client confidentiality and client rights…
Added 2 mins ago
Full-stack Engineer 4 (Backend)(Global Payment Network)
Capital One
Riverwoods, IL
3+ years of experience with database and database management systems
Added 2 mins ago
Full-stack Engineer 4 (Backend)(Global Payment Network)
Capital One
Riverwoods, IL
3+ years of experience with database and database management systems
Added 2 mins ago
Data Engineer 5 (Senior Manager, IC) (CaCe)
Capital One
McLean, VA · Plano, TX · Richmond, VA
At least 2 years of experience in data modeling and designing end-to-end data solutions using both relational and non-relational database systems
Added 2 mins ago
Full-stack Engineer 4 (CaCe)
Capital One
McLean, VA · Plano, TX · Richmond, VA
3+ years of experience with database and database management systems
Added 2 mins ago
Staff Full-Stack Engineer
Capital One
McLean, VA · Richmond, VA · NY · Plano, TX
…build state of the art next gen CI/CD platform to improve the developer experience for thousands of C1 engineers ensuring fast and secure software…
Added 2 mins ago
Full-stack Engineer 5 (Senior Manager, IC) (CaCe)
Capital One
McLean, VA · Plano, TX · Richmond, VA
4+ years of experience with database and database management systems
Added 2 mins ago
Data Engineer 4 (Manager, IC) (CaCe)
Capital One
McLean, VA · Plano, TX · Richmond, VA
At least 1 year of experience in data modeling and designing end-to-end data solutions using both relational and non-relational database systems
Added 2 mins ago
Full-stack Engineer 5 (Swift, AWS, Java, Python, NodeJS, Claude Code)
Capital One
McLean, VA
4+ years of experience with database and database management systems
Added 2 mins ago
Full-stack Engineer 4
Capital One
San Francisco, CA · McLean, VA · Richmond, VA · Plano, TX
3+ years of experience with database and database management systems
Added 2 mins ago
Senior Associate, Data Science - Consumer Credit Risk Models and Data
Capital One
McLean, VA
…credit card offer using statistical modeling and the relational database, cutting edge technology in 1988! Fast-forward a few years, and this little innovation and our passion for data has…
Added 2 mins ago
Senior Associate, Data Scientist - Consumer Credit Risk Models and Data
Capital One
McLean, VA
…credit card offer using statistical modeling and the relational database, cutting edge technology in 1988! Fast-forward a few years, and this little innovation and our passion for data has…
Added 2 mins ago
Full-stack Engineer 4
Capital One
Chicago, IL
3+ years of experience with database and database management systems
Added 2 mins ago
MS
Product Specialist I (Automations Developer), Mountlake Terrace, Wa
Mindful Support Services
Mountlake Terrace, WA
- $70,000 to $85,000 USD / year
The Product Specialist 1 – Automations Developer will support, maintain, and enhance business-critical automations, integrations, and system workflows used across the Development Operations…
Added 2 mins ago
MS
Database Engineer - Mountlake Terrace, WA
Mindful Support Services
Mountlake Terrace, WA
- $110,000 to $140,000 USD / year
As the Database Engineer, you will serve as a technical generalist and problem-solver across departments and business units. Reporting to the Director of Operations, you will partner with…
Added 2 mins ago
Regional Sales Manager
Carl Zeiss Meditec USA, Inc.
Remote, United States
…Computer proficiency in CRM, word processing, spreadsheet, and database applications. Ability to develop expertise in product applications and practice management implications. Willingness…
Added 2 mins ago
Diversion Specialist
SOUTH MIDDLESEX OPPORTUNITY COUNCIL
Framingham, MA
Added 3 mins ago
Professional Mentor (Friend)
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Added 3 mins ago
Canine Handler
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Palm Springs, CA
Able to work a flexible schedule with regular weekend, evening shifts, and holidays as required · Must hold a valid driver’s license and have an insurable driving record
Added 3 mins ago
VU
Workforce Career Advisor Assistant
Vincennes University
Bloomington, IN
- From $15 USD / hour
…databases. Ability to learn new applications quickly to include database…
Added 3 mins ago
Volunteer Services Department Assistant (Program Associate)
Florida State University
Sarasota, FL
Maintains volunteer database (Volgistics), including but not limited to checking for new applications in the system, responding to volunteer applicants, and updating volunteer records,…
Added 4 mins ago
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Assistant Instructor - HVAC
Saint Paul, MN
- $23.39 to $32.17 USD / hour
Must have a valid driver's license · Must have proof of auto insurance with a minimum of $300,000 combined limit for bodily injury and property damage coverage
Added 4 mins ago
Manager, Enterprise Platforms Operations
Stateside
Adelphi, MD
…systems. The Manager partners closely with Infrastructure, Database, Cloud, Cybersecurity, Identity Management, and business stakeholders to support operational stability, incident…
Added 4 mins ago
Account Manager 2
DLT Solutions, LLC
Herndon, VA
Employees near a TD SYNNEX office must follow the company’s hybrid schedule—at least three days per week in office

Sequoia Financial Group Llc

Associate Wealth Advisor

Rochester, MN, United States
Fargo, ND, United States
Hastings, MN, United States
Northfield, MN, United States
Minneapolis, MN, United States

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Job details

Education: Bachelor’s degree
Experience: 2-5 years of financial services industry experience required
Posting language: English

Original job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the position The Associate Wealth Advisor is a developmental role intended to provide an experiential learning and development opportunity to team members interested in becoming a Wealth Advisor at Sequoia. The Associate Advisor must have the desire and drive to evolve into a Wealth 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 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).

Responsibilities

Assist other 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 required
Acquired, currently pursuing or willing to pursue the CFP designation
2-5 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
Willing to enroll in CFP certification
Series 65 or 66
Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

Competencies

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

Work Authorization & Sponsorship:

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

EEO Statement:

At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

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Jobs in the United States