Remote Wealth Advisor for High-Net-Worth Clients

Sequoia Financial Group

Naples (FL)

Hybrid

USD 90,000 - 130,000

Full time

2 days ago

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Job summary

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role delivers comprehensive wealth management, relationship management, and integrated planning for high-net-worth individuals.

Based in the Naples or Fort Myers, FL market, this is a remote role with regular in-person responsibilities across the region. As a Wealth Advisor, you will serve as the primary advisor for a select group of clients and partner with Business Development Advisors who originate

Qualifications

5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory.
Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
Ability to lead complex client conversations and coordinate planning disciplines.

Responsibilities

Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
Lead comprehensive wealth management discussions across investments, retirement, estate, and tax planning.
Coordinate planning resources with specialized teams and support staff to deliver integrated solutions.
Maintain accurate client records and ensure client experience meets firm standards.
Participate in prospective client meetings with Business Development Advisors.