Wealth Advisor Family Office
About The Position
Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is seeking passionate, client-focused professionals to join their team. This role specializes in serving ultra-high-net-worth families with $25M+ in assets, offering a boutique, multi-generational wealth management experience with a personalized approach to wealth preservation, growth, and legacy planning. The advisor will work with sophisticated families, delivering comprehensive financial solutions across investments, estate planning, tax strategies, and more. The position involves owning execution across client relationships, coordinating planning, investment, and entity-level work with internal specialists and external attorneys and CPAs. The role focuses on deepening relationships through high-quality service, leading to expanded mandates, additional family members, and referrals.
Requirements
- Bachelor’s degree required in Economics, Finance or related field
- CFP® or CFA® designation with a minimum of 5 years of client-facing advisory experience
- A minimum of 7 years of client-facing advisory experience at an RIA, with an active Series 65 license
- Experience serving UHNW or family office clients strongly preferred
- Technical knowledge of comprehensive financial planning, with depth in trust and entity structures, estate and gift tax, income tax planning, and private investment mechanics
- Previous experience working with financial planning software and planning deliverables
- Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
- Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
Nice To Haves
- Experience serving UHNW or family office clients strongly preferred
Responsibilities
- Serve as primary day-to-day contact for each of your families, in partnership with a lead advisor
- Lead or co-lead client meetings and own the agenda, materials, and follow-through to completion
- Build relationships across generations, including bringing the next generation into the family's planning and governance
- Identify ways to expand each relationship: unmanaged assets, additional entities or family members, and unaddressed planning needs
- Maintain a working map of each family's balance sheet across trusts, partnerships, LLCs, and foundations, including funding, distributions, and administrative requirements
- Partner with our Wealth Planning Department on estate, income tax, liquidity, and transfer planning, and translate the analysis into clear recommendations
- Coordinate with outside counsel, CPAs, trustees, and insurance advisors to implement advice and keep the family's advisors aligned
- Support family governance, including family meetings, investment policy for family entities, and philanthropic planning through foundations and donor-advised funds
- Implement portfolio recommendations across public and private markets, including capital call and distribution management
- Deliver consolidated reporting across custodians, entities, and alternative holdings, and explain performance and positioning in client meetings
- Coordinate trading and account activity with investment operations
- Document client activity, tasks, financial accounts, and policy adherence in Salesforce
Benefits
- Financial planning and wealth management services
- Career development opportunities
- Opportunities for growth and advancement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
