Remote Wealth Advisor for High-Net-Worth Clients

Sequoia Financial Group; Naples (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Sequoia Financial Group seeks an experienced Wealth Advisor to join our Florida team, based in the Naples/Fort Myers market. This role focuses on delivering comprehensive wealth management, relationship management, and integrated planning for high-net-worth clients.

You will work with Business Development Advisors and a dedicated support team to manage ongoing advisory relationships, with in-person responsibilities across the region and a remote component.

Qualifications

• 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.

Responsibilities

• 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.
• Supported by Associate Wealth Advisors and Client Service Associates who prepare meetings, execute recommendations, and deliver a consistent client experience.
• 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.

Education

Bachelor's degree in Economics, Finance or related field

CFP, CFA, CPA or other advanced professional designation

Job description

Sequoia Financial Group seeks an experienced Wealth Advisor to join our Florida team, based in the Naples/Fort Myers market. This role focuses on delivering comprehensive wealth management, relationship management, and integrated planning for high-net-worth clients.

You will work with Business Development Advisors and a dedicated support team to manage ongoing advisory relationships, with in-person responsibilities across the region and a remote component.