Wealth Advisor Naples or Ft Myers FL

About the role

Sequoia Financial Group is a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. We exist with a singular purpose: to enrich lives. This position is a remote role based in the Naples or Fort Myers, FL market 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 originate new client relationships, then assume responsibility for ongoing advice, planning, and relationship management. This role is supported by a dedicated Associate Wealth Advisor, Client Service team, and specialized planning resources.

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.
• Collaborate with 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.

Requirements

• 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.