Wealth Advisor - Orlando, FL

Sequoia Financial Group Business Development Wealth Advisor

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Teamwork . We work selflessly to enrich the lives of our clients and our community.
• Passion . We relentlessly pursue our full potential.
• Integrity . We act in the best interest of others.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the Position

Sequoia Financial Group is seeking a Business Development Wealth Advisor to help expand our presence and deepen relationships within key growth markets. This role is designed for an advisor who enjoys building relationships, creating opportunities, and connecting successful individuals and families with Sequoia's comprehensive wealth management platform.

As a Business Development Wealth Advisor, you will serve as Sequoia's primary relationship builder within an assigned market, developing relationships with referral partners, centers of influence, and strategic sources of new business. You will work closely with Wealth Advisors and planning specialists to introduce prospective clients to Sequoia's integrated approach to wealth management.

While the primary focus of the role is business development and market growth, you will also maintain a select group of client relationships and participate in ongoing planning and advisory conversations. Based in the Orlando, FL market, this is a remote role with regular in-person responsibilities throughout the region.

Responsibilities

• Develop and execute a market growth strategy focused on expanding Sequoia's presence and brand awareness within an assigned territory.
• Build and maintain relationships with referral partners, centers of influence, professional advisors, and strategic business partners to generate new client opportunities.
• Cultivate relationships with existing referral channels and represent Sequoia at client events, educational programs, and networking opportunities.
• Identify, qualify, and advance prospective client opportunities through the sales and relationship development process.
• Partner with Wealth Advisors and specialists in prospective client meetings to understand client goals, identify planning opportunities, and demonstrate Sequoia's capabilities.
• Serve as the primary point of contact for referral partners and key business development relationships within the market.
• Coordinate with Wealth Advisors, Investment Management, Wealth Planning, Tax, Estate Planning, and Family Office teams to develop solutions for prospective clients.
• Facilitate a seamless transition of new client relationships to the Wealth Advisor team following onboarding.
• Maintain a select group of client relationships and provide ongoing wealth management advice and planning support as appropriate.
• Utilize CRM tools and business development processes to manage pipeline activity, referral sources, and market opportunities.
• Collaborate with regional leadership to identify growth opportunities and execute strategic initiatives within the market.

Qualifications

• 5+ years of experience in wealth management, financial advisory, business development, or relationship management.
• Demonstrated success developing professional relationships and generating new client opportunities.
• Strong understanding of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
• Excellent networking, presentation, and relationship-building skills.
• Experience working with high-net-worth individuals, families, and professional referral sources.
• CFP, CFA, CPA, or other advanced professional designation required.
• Bachelor's Degree required
• Clean U-4

What Makes This Role Unique

• Focus on market development, relationship building, and business growth while managing a select group of client relationships.
• Support established referral partnerships that provide access to qualified client opportunities.
• Partner with experienced Wealth Advisors and specialists during prospective client engagements.
• Leverage dedicated teams in investments, tax planning, estate planning, retirement planning, and family office services.
• Develop both business development and advisory skills within a collaborative, team-based environment.
• Collaborative, team-based environment where business development and client service responsibilities are intentionally separated.
• Opportunity to help drive growth in one of the nation's leading independent fiduciary wealth management firms.