Wealth Advisor Naples or Ft Myers FL

Sequoia Financial Group; Naples (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role delivers comprehensive wealth management, relationship management, and integrated planning for high-net-worth individuals.

Based in the Naples or Fort Myers, FL market, this is a remote role with regular in-person responsibilities across the region. As a Wealth Advisor, you will serve as the primary advisor for a select group of clients and partner with Business Development Advisors who originate

Qualifications

• 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory.
• Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
• Ability to lead complex client conversations and coordinate planning disciplines.

Responsibilities

• Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
• Lead comprehensive wealth management discussions across investments, retirement, estate, and tax planning.
• Coordinate planning resources with specialized teams and support staff to deliver integrated solutions.
• Maintain accurate client records and ensure client experience meets firm standards.
• Participate in prospective client meetings with Business Development Advisors.

Skills

High-net-worth relationships

Investment management

Retirement planning

Estate planning

Tax-efficient wealth strategies

Team-based advisory

Communication

Organizational skills

Education

Bachelor’s degree in Economics, Finance or related field

CFP®, CFA®, CPA or other advanced designation

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Advisor Naples, FL or Ft Myers, FL

Full Time Professional

30+ days ago Requisition ID: 1055

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.