Wealth Advisor

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role is focused on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning. As a Wealth Advisor, you will serve as the primary advisor for a select group of high-net-worth individuals and families.

What You Will Do

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.

Why It Might Be a Fit

This role is ideal for an advisor who enjoys working directly with clients, leading planning conversations, coordinating expert resources, and helping families navigate complex financial decisions. Opportunity to work with successful individuals and families while leveraging the resources of a nationally recognized fiduciary wealth management firm.

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

• Opportunity to work with successful individuals and families
• Access to specialized teams in investments, tax planning, estate planning, retirement planning, and family office services
• Dedicated Business Development Advisors responsible for sourcing and onboarding new relationships
• Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service