Wealth Advisor — Family Office

Job overview

The Wealth Advisor — Family Office role is onsite in Akron, OH; the posting also describes Sequoia Sentinel as having offices across the United States and says candidates may be based wherever they are located. Compensation is $125,000–$175,000 per year. Sequoia Financial Group provides financial planning and wealth management, with Sequoia Sentinel serving ultra-high-net-worth families. The advisor manages day-to-day family relationships and coordinates planning, investment, and entity-level work with internal specialists and outside professionals. The role delivers comprehensive, personalized wealth management and supports families’ financial planning, governance, and legacy goals.

What you'll do

• Serve as day-to-day contact for families with a lead advisor
• lead or co-lead client meetings and follow through on actions
• build relationships across generations
• identify additional planning needs and assets
• map family balance sheets across entities
• coordinate estate, tax, liquidity, and transfer planning with specialists and outside advisors
• support family governance and philanthropy
• implement portfolio recommendations
• deliver consolidated reporting
• coordinate trading and account activity
• document client activity in Salesforce.

What we're looking for

Skills & competencies

wealth advisor

family office

ultra-high-net-worth

financial planning

estate planning

portfolio management

family governance

akron oh

sequoia financial group

$125k–$175k

Work arrangement

• Weekend coverage required

Why this role

Serves ultra-high-net-worth families with $25M+ in assets through a multi-generational family-office model.

About the employer

Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.