Senior Wealth Advisor - High-Net-Worth Planning (Remote/Tampa)

Sequoia Financial Group; Tampa (FL); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Sequoia Financial Group, located in Tampa, FL, is looking for an experienced Wealth Advisor to join their dedicated Florida team. In this full-time role, you will be the primary advisor for high-net-worth clients, leading comprehensive wealth management strategies and maintaining strong relationships.

The ideal candidate will have a minimum of 5 years of experience, strong knowledge of investment and estate planning, and excellent communication skills. Join Sequoia to help enrich lives while growing your career in a supportive environment.

Qualifications

• 5+ years of experience managing high-net-worth client relationships.
• Demonstrated success in client retention and growth.
• Strong knowledge of investment, retirement, and estate planning.

Responsibilities

• Serve as primary relationship manager for high-net-worth clients.
• Build and maintain trusted client relationships.
• Lead comprehensive wealth management discussions.
• Conduct regular client review meetings.
• Deliver exceptional client experiences to ensure retention.

Skills

Client relationship management

Investment management

Tax-efficient wealth strategies

Estate planning

Communication skills

Education

Bachelor’s degree in Economics, Finance or related field

CFP®, CFA®, CPA or other advanced professional designation

Job description

Sequoia Financial Group, located in Tampa, FL, is looking for an experienced Wealth Advisor to join their dedicated Florida team. In this full-time role, you will be the primary advisor for high-net-worth clients, leading comprehensive wealth management strategies and maintaining strong relationships.

The ideal candidate will have a minimum of 5 years of experience, strong knowledge of investment and estate planning, and excellent communication skills. Join Sequoia to help enrich lives while growing your career in a supportive environment.