Senior Wealth Advisor - HNW Client Relationships (FL)

Sequoia Financial Group; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Sequoia Financial Group in the Orlando area seeks an experienced Wealth Advisor to deliver comprehensive wealth management and planning for a select group of high-net-worth clients. You will partner with Business Development Advisors, manage ongoing advisory relationships, and coordinate with specialized resources to advise on investments, retirement, tax, and estate planning.

This role emphasizes client experience and long-term retention.

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.

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

Communication

Team collaboration

Education

CFP®, CFA®, CPA or other advanced designation

Job description

Sequoia Financial Group in the Orlando area seeks an experienced Wealth Advisor to deliver comprehensive wealth management and planning for a select group of high-net-worth clients. You will partner with Business Development Advisors, manage ongoing advisory relationships, and coordinate with specialized resources to advise on investments, retirement, tax, and estate planning.

This role emphasizes client experience and long-term retention.