UHNW Family Office Wealth Advisor
sequoia financial groupDublin, OH
UHNW Family Office Wealth Advisor
L5
sequoia financial groupDublin, OH26 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesSequoia Financial Group is seeking experienced financial professionals to join the Sequoia Sentinel family office division. You would manage relationships with ultra-high-net-worth families, coordinating planning, investment, and entity work with internal and external specialists.
The role emphasizes deep client relationships, multi-generational planning, and collaboration with attorneys and CPAs to preserve wealth and legacies across generations.
Apply now (opens in a new tab)
Level
SeniorL5
Location
Dublin, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
26 days ago
To get sharper similar jobs, create your profile using the link below.