Remote Wealth Advisor for Naples/Ft. Myers — HNW Clients

Sequoia Financial Group; Naples (FL); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and planning for a select group of high-net-worth clients. Based in Naples/Fort Myers, the role blends remote work with regional in-person obligations.

You will lead planning discussions, coordinate specialists, and nurture multigenerational relationships while supported by associates and client service professionals to ensure a superior client experience.

Qualifications

• 5+ years managing high-net-worth client relationships.
• Proven ability to retain and grow client relationships.
• Strong knowledge of investment management, retirement, estate and tax planning.
• Lead complex client conversations and coordinate multiple planning disciplines.
• Experience in a team-based advisory environment.
• CFP®, CFA®, CPA or other advanced designation required.
• Bachelor’s degree in Economics, Finance or related field.
• Clean Form U4 with no disclosures.

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 and ongoing engagement.
• Lead comprehensive wealth management discussions across investments, retirement planning, tax strategies, estate planning, risk management, and legacy planning.
• Develop and oversee customized wealth management strategies aligned with client goals.
• Participate in prospective client meetings with Business Development Advisors and support transitions to ongoing advisory engagements.
• Conduct regular client review meetings to evaluate progress and identify opportunities.
• Support by Associates and Client Service teams who prepare meetings and implement recommendations.
• Maintain accurate client records per firm policies and compliance.

Skills

HNWI relations

Team-based advisory

Communication

Relationship management

Organizational skills

Education

Bachelor’s degree in Economics/Finance

CFP/CFA/CPA or equivalent

Job description

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and planning for a select group of high-net-worth clients. Based in Naples/Fort Myers, the role blends remote work with regional in-person obligations.

You will lead planning discussions, coordinate specialists, and nurture multigenerational relationships while supported by associates and client service professionals to ensure a superior client experience.