Wealth Advisor Naples, FL or Ft Myers, FL

Sequoia Financial Group; Naples (FL); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and planning for a select group of high-net-worth clients. Based in Naples/Fort Myers, the role blends remote work with regional in-person obligations.

You will lead planning discussions, coordinate specialists, and nurture multigenerational relationships while supported by associates and client service professionals to ensure a superior client experience.

Qualifications

• 5+ years managing high-net-worth client relationships.
• Proven ability to retain and grow client relationships.
• Strong knowledge of investment management, retirement, estate and tax planning.
• Lead complex client conversations and coordinate multiple planning disciplines.
• Experience in a team-based advisory environment.
• CFP®, CFA®, CPA or other advanced designation required.
• Bachelor’s degree in Economics, Finance or related field.
• Clean Form U4 with no disclosures.

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 and ongoing engagement.
• Lead comprehensive wealth management discussions across investments, retirement planning, tax strategies, estate planning, risk management, and legacy planning.
• Develop and oversee customized wealth management strategies aligned with client goals.
• Participate in prospective client meetings with Business Development Advisors and support transitions to ongoing advisory engagements.
• Conduct regular client review meetings to evaluate progress and identify opportunities.
• Support by Associates and Client Service teams who prepare meetings and implement recommendations.
• Maintain accurate client records per firm policies and compliance.

Skills

HNWI relations

Team-based advisory

Communication

Relationship management

Organizational skills

Education

Bachelor’s degree in Economics/Finance

CFP/CFA/CPA or equivalent

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Teamwork. We work selflessly to enrich the lives of our clients and our community.
• Passion. We relentlessly pursue our full potential.
• Integrity. We act in the best interest of others.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary Of The Position

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role is focused on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning. Based in the Naples or Fort Myers, FL market, this is a remote role with regular in-person responsibilities throughout the region.

As a Wealth Advisor, you will serve as the primary advisor for a select group of high-net-worth individuals and families. You will partner closely with Business Development Advisors who are responsible for originating new client relationships. Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team, and specialized planning resources.

This role is ideal for an advisor who enjoys working directly with clients, leading planning conversations, coordinating expert resources, and helping families navigate complex financial decisions.

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.

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.
• Excellent communication, relationship management, and organizational skills.
• 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.

What Makes This Role Unique

• Focus on serving clients and delivering advice—not prospecting.
• Dedicated Business Development Advisors responsible for sourcing and onboarding new relationships.
• Access to specialized teams in investments, tax planning, estate planning, retirement planning, and family office services.
• Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service.
• Opportunity to work with successful individuals and families while leveraging the resources of a nationally recognized fiduciary wealth management firm.

Work Authorization & Sponsorship

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

EEO Statement

At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.