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Senior Wealth Advisor - Multigenerational Planning

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to join our Boca Raton/West Palm Beach team. You will serve as the primary advisor for high-net-worth clients, delivering comprehensive wealth management, relationship management, and integrated planning with dedicated support teams.

You will collaborate with Business Development Advisors to originate relationships, then manage ongoing advice, planning, and execution of wealth strategies.

We are looking to fill the Senior Wealth Advisor
- Multigenerational Planning position at Sequoia Financial Group in Boca Raton, FL, United States.

The Senior Wealth Advisor
- Multigenerational Planning position in the Finance field is open for applications.

We have an opening for a Senior Wealth Advisor
- Multigenerational Planning in Boca Raton, FL, United States within Finance.

This role, Senior Wealth Advisor
- Multigenerational Planning at Sequoia Financial Group, could be your next opportunity.

Position Requirements
10+ Years work experience
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