UHNW Family Office Wealth Advisor
sequoia financial groupDublin, OH
UHNW Family Office Wealth Advisor
sequoia financial groupDublin, OHSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)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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Level
Senior L5
Location
Dublin, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
22 days ago