Sequoia Financial Group · 16 hours ago
Advisor Training and Integration Specialist
Akron, OH
Full-time
Hybrid
Mid, Senior Level
3+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. The Advisor Training and Integration Specialist plays a critical role in supporting the successful integration of newly acquired firms by delivering tailored training and serving as the primary point of contact for acquired advisors throughout the integration process.
ConsultingFinancial ServicesWealth Management
Responsibilities
Participate in merger and integration calls early in the acquisition process to understand the incoming firm’s structure, systems, and culture
Serve as a resource to newly acquired advisors for approximately 6–9 months post-close
Deliver training sessions, both in person and virtually, to guide acquired advisors through Sequoia’s tools, workflows, and best practices
Act as the primary Peer Integration Advisor for firms with fewer than seven acquired advisors
For larger firms (eight or more advisors), lead and coordinate groups of Peer Guides to support integration at scale
Partner with the L&D team to develop and refine training materials, ensuring they are relevant to each acquired firm’s starting point
Provide insights from integration experiences to improve training programs and materials
Qualification
Required
Minimum 3-5 years as a wealth advisor
Series 65 and/or CFP
Demonstrated ability to facilitate group training in person and virtually
Experience leading 1:1 coaching or mentoring conversations
Ability to guide individuals through organizational change
Comfort addressing resistance and coaching advisors through transition stages
Proven ability to learn new technologies, CRMs, and workflows quickly
Ability to build rapport quickly with advisors and staff from diverse firm cultures
Skilled in navigating sensitive or high-pressure conversations
Preferred
Experience with Salesforce, Tamarac, E-Money, Schwab, or Fidelity
Good with PowerPoint and presentation creation
Previous involvement in an acquisition or integration, either as an advisor or part of an integration team
Experience with additional RIA/wealth management platforms (e.g., Orion, Black Diamond, Redtail)
Ability to provide behavioral coaching and support during high-stress periods
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
President & CEO
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase