Senior Wealth Advisor for HNW Planning & Family Office
sequoia financial groupOrlando, FL
Senior Wealth Advisor for HNW Planning & Family Office
sequoia financial groupOrlando, FL
12 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team in the Greater Orlando market. You will serve as the primary advisor for a select group of high-net-worth individuals, delivering comprehensive wealth management and planning services.
You will partner with Business Development Advisors and a dedicated support team to manage ongoing advisory engagements and client satisfaction.
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JOB OVERVIEW
Experience level
Senior
Location
Orlando, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago
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