Senior Wealth Advisor: Multigenerational Planning & Legacy

Sequoia Financial Group Llc; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Sequoia Financial Group Llc in Florida seeks an experienced Wealth Advisor to deliver comprehensive wealth management and integrated planning for high-net-worth individuals and families. You will serve as the primary advisor for a select client group, partnering with Business Development Advisors and an Associate Wealth Advisor to provide ongoing planning and relationship management.

The role emphasizes holistic financial guidance, retirement planning, investment strategy, estate considerations,

Responsibilities

• Primary advisor for a select client group
• Partner with Business Development Advisors and an Associate Wealth Advisor to provide ongoing planning and relationship management

Job description

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. The role focuses on delivering comprehensive wealth management and integrated planning for high-net-worth individuals and families.

You will serve as the primary advisor for a select client group, partnering with Business Development Advisors and an Associate Wealth Advisor to provide ongoing planning and relationship management.