Wealth Advisor & Client Planning Leader
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-17
Listing for:
Sequoia Financial Group Llc
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Sequoia Financial Group Llc is seeking a highly motivated Wealth Advisor in Boca Raton, FL, to join our team and provide exceptional financial services. The Wealth Advisor will manage client relationships and deliver tailored financial and investment planning.
We are looking for someone with a Bachelor’s degree and at least 5 years experience as IAR, complete with strong client management skills. This position offers the opportunity to work collaboratively with a dedicated team in a dynamic environment.
#J-18808-LjbffrPosition Requirements
5+ Years
work experience
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