Senior UHNW Family Office Wealth Advisor
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Sequoia Financial Group, a growing RIA based in Northeast Ohio, seeks a Wealth Advisor for our Family Office division in Akron, OH. The role focuses on relationship management, complex planning, and multi-entity tax and estate strategies for ultra-high-net-worth families.
You will lead client meetings, coordinate with internal specialists and external professionals, and drive holistic wealth solutions across investments, trust structures, and philanthropy.
The Senior UHNW Family Office Wealth Advisor role at Sequoia Financial Group is now open for applications in Akron, OH, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Akron, OH, United States.
This opportunity is part of our work in Management & Operations, Sales.
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