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UHNW Family Office Wealth Advisor

L5

sequoia financial groupDublin, OH26 days ago
Sequoia 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.
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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

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