Senior Wealth Advisor - Multigenerational Planning

Sequoia Financial Group; Boca Raton, Northern (FL, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to join our Boca Raton/West Palm Beach team. You will serve as the primary advisor for high-net-worth clients, delivering comprehensive wealth management, relationship management, and integrated planning with dedicated support teams.

You will collaborate with Business Development Advisors to originate relationships, then manage ongoing advice, planning, and execution of wealth strategies.

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.
• 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.

Skills

Wealth management

Client relationship management

Investment planning

Tax planning

Education

Bachelor’s degree in Economics or Finance

Job description

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to join our Boca Raton/West Palm Beach team. You will serve as the primary advisor for high-net-worth clients, delivering comprehensive wealth management, relationship management, and integrated planning with dedicated support teams.

You will collaborate with Business Development Advisors to originate relationships, then manage ongoing advice, planning, and execution of wealth strategies.