Senior Wealth Advisor for HNW Planning & Family Office

Sequoia Financial Group; Orlando (FL); On-site; USD 130,000 - 210,000; Full time

Job summary

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team in the Greater Orlando market. You will serve as the primary advisor for a select group of high-net-worth individuals, delivering comprehensive wealth management and planning services.

You will partner with Business Development Advisors and a dedicated support team to manage ongoing advisory engagements and client satisfaction.

Qualifications

• 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory capacity.
• Proven ability to retain and grow client relationships through superior service and advice.
• Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient strategies.
• Ability to lead complex client conversations and coordinate multiple planning disciplines.
• Experience working in a team-based advisory environment.
• CFP®, CFA®, CPA, or other advanced professional designation required.
• Bachelor’s degree in Economics, Finance or related field; clean Form U4 without disclosures.

Responsibilities

• Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
• Lead comprehensive wealth management discussions including investments, retirement, estate planning, and tax strategies.
• Coordinate planning resources with dedicated teams to implement customized strategies.
• Participate in prospective meetings with Business Development Advisors and transition new relationships to ongoing advisory engagements.
• Conduct regular client reviews to evaluate progress and adjust strategies as client needs evolve.
• Maintain accurate client records and document recommendations in compliance with firm policies.
• Deliver exceptional client experience to drive long-term retention and advocacy.

Skills

Relationship management

Communication

Wealth management

Advisory experience

Education

Bachelor's degree in Economics, Finance or related field

CFP

CFA

CPA

Job description

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team in the Greater Orlando market. You will serve as the primary advisor for a select group of high-net-worth individuals, delivering comprehensive wealth management and planning services.

You will partner with Business Development Advisors and a dedicated support team to manage ongoing advisory engagements and client satisfaction.