Wealth Advisor

🕒 June 24

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Advisor

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Sequoia Financial Group

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1991

💸 Finance

👥 B2C

💰 $200M Private Equity Round - Sequoia Financial Group on 2022-10

Finance • B2C

Sequoia Financial Group is a wealth management and family office firm that provides integrated, fiduciary-focused financial planning and investment advisory services to individuals, families, and families of exceptional means. Its offerings include investment management, retirement planning, estate planning, tax planning, risk management, charitable giving, and specialized planning for business owners, executives, first responders, physicians, and families with special-needs members. Sequoia operates across the United States, delivers both in-person and virtual advice, and provides investment advisory services through its SEC-registered subsidiary Sequoia Financial Advisors, LLC.

📋 Description

• Serve as the primary relationship manager for a select group of high-net-worth individuals and families. • Build trusted, multigenerational client relationships through proactive communication, advice, and ongoing engagement. • Lead comprehensive wealth management discussions, including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning. • Develop and oversee the implementation of customized wealth management strategies aligned with each client's goals and circumstances. • Participate in prospective client meetings alongside Business Development Advisors and support the transition of new relationships into ongoing advisory engagements. • Conduct regular client review meetings to evaluate progress, identify planning opportunities, and adjust strategies as client needs evolve. • Maintain accurate client records and document recommendations in accordance with firm policies and compliance requirements. • Deliver an exceptional client experience that drives long-term client retention, satisfaction, and advocacy.

🎯 Requirements

• 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory capacity. • Demonstrated success in retaining and growing existing client relationships through exceptional service and advice. • Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies. • Ability to lead complex client conversations and coordinate multiple planning disciplines. • Experience working within a team-based advisory environment. • Excellent communication, relationship management, and organizational skills. • CFP®, CFA®, CPA, or other advanced professional designation required. • Bachelor’s degree required in Economics, Finance or related field. • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

🏖️ Benefits

• Work selflessly to enrich the lives of clients and community. • Opportunities for growth and career development. • Support from a dedicated Associate Wealth Advisor and Client Service team.