Senior Wealth Architect for High Net Worth Clients
Sequoia Financial Group Llc
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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 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,
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