Elite Wealth Advisor for High-Value Clients

Cetera Financial Group; Noblesville (IN); On-site; USD 180,000 - 300,000; Full time

Job summary

Cetera Financial Group in the United States is seeking a Senior Wealth Advisor to serve as the primary relationship manager for high-value clients, delivering comprehensive, goals-based planning and wealth management solutions. You will coordinate with internal specialists and referral partners to help clients build, grow, and protect wealth with tax-aware strategies aligned to long-term objectives.

The role requires leadership, business development, and adherence to client service standards,

Qualifications

• Bachelor's degree in finance or related field.
• FINRA Series 7 and 66 required if dual registered; Series 65 may be required for RIAs.
• Insurance licenses may be applicable.

Responsibilities

• Serve as lead advisor and primary relationship manager for high-value and complex client relationships.
• Deliver advanced financial planning strategies across retirement, investments, tax, insurance, and estate planning considerations.
• Develop and maintain comprehensive financial plans for high-value clients.
• Mentor less experienced advisors and contribute to a collaborative team environment.
• Coordinate with internal specialists and external referral partners to optimize client outcomes.

Skills

Advanced financial planning

Relationship management

Leadership

CRM proficiency

Client development

Mentoring

Education

Bachelor's degree in finance or related field

FINRA Series 7 and 66

Series 65 (RIA)

Insurance licenses (Life, Health, LTC)

Tools

CRM systems

Financial planning tools

Business applications

Job description

Cetera Financial Group in the United States is seeking a Senior Wealth Advisor to serve as the primary relationship manager for high-value clients, delivering comprehensive, goals-based planning and wealth management solutions. You will coordinate with internal specialists and referral partners to help clients build, grow, and protect wealth with tax-aware strategies aligned to long-term objectives.

The role requires leadership, business development, and adherence to client service standards,