Senior Wealth Advisor for High-Net-Worth Clients

ADP, Inc.; Boca Raton (FL); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Sequoia Financial Group in Boca Raton, FL is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and relationship management for a select group of high-net-worth clients.

You will work with Business Development Advisors, coordinate planning resources, and lead client conversations on investments, retirement, tax strategies, estate planning, and legacy planning, located in the West Palm Beach market with Boca Raton office option.

Qualifications

• 5+ years managing high-net-worth client relationships in wealth management or financial advisory.
• Strong knowledge of investment management, retirement and estate planning, and tax-efficient strategies.
• CFP®, CFA®, CPA or other advanced professional designation required.
• Bachelor’s degree in Economics, Finance or related field.
• Clean Form U4 with no disclosures, complaints, arbitrations, or settlements.

Responsabilités

• Serve as primary relationship manager for a select group of high-net-worth individuals and families.
• Build 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.

Connaissances

Relationship management

Wealth planning

Investment knowledge

Communication

Team collaboration

Formation

Bachelor's degree in Economics or Finance

CFP

CFA

CPA

Description du poste

Sequoia Financial Group in Boca Raton, FL is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and relationship management for a select group of high-net-worth clients.

You will work with Business Development Advisors, coordinate planning resources, and lead client conversations on investments, retirement, tax strategies, estate planning, and legacy planning, located in the West Palm Beach market with Boca Raton office option.