Senior Wealth Advisor — High-Net-Worth Families

Sequoia Financial Group; West Palm Beach (FL); On-site; USD 120,000 - 200,000; Full time

Job summary

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team, focusing on delivering comprehensive wealth management and relationship management for high-net-worth clients. You will collaborate with Business Development Advisors and a dedicated support team to provide ongoing planning and advice.

The role emphasizes leading planning conversations, coordinating multiple disciplines, and delivering an exceptional client experience within a fiduciary wealth management

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.
• CFP®, CFA®, CPA, or other advanced professional designation required.
• Bachelor’s degree required in Economics, Finance or related field
• Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

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.

Skills

Relationship management

Wealth management

Investment management

Retirement planning

Tax-efficient wealth strategies

Communication

Education

Bachelor’s degree in Economics or Finance

CFP/CFA/CPA designation

Job description

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team, focusing on delivering comprehensive wealth management and relationship management for high-net-worth clients. You will collaborate with Business Development Advisors and a dedicated support team to provide ongoing planning and advice.

The role emphasizes leading planning conversations, coordinating multiple disciplines, and delivering an exceptional client experience within a fiduciary wealth management