Summary of the positionSequoia 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.
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. This role can be located in our Tampa office or remote in Sarasota.
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.
