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Senior Wealth Advisor High-Net-Worth Clients
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-09-07
Listing for:
ADP, Inc.
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sequoia Financial Group in Boca Raton, FL is seeking an experienced Wealth Advisor to deliver comprehensive wealth management and relationship management for a select group of high-net-worth clients.
You will work with Business Development Advisors, coordinate planning resources, and lead client conversations on investments, retirement, tax strategies, estate planning, and legacy planning, located in the West Palm Beach market with Boca Raton office option.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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