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 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.

Qualifications

• 5+ years managing high-net-worth client relationships in wealth management or financial advisory capacity.
• Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
• CFP®, CFA®, CPA or other advanced designation required.

Responsibilities

• Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
• 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 with Business Development Advisors and support the transition of new relationships into ongoing advisory engagements.
• Conduct regular client review meetings to evaluate progress and adjust strategies as needed.

Skills

Relationship management

Communication

Team collaboration

Client service

Education

Bachelor’s degree in Economics or Finance

CFP®, CFA®, CPA or other advanced designation

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.