Lead Wealth Advisor for High-Value Clients

Cetera Financial Group; Johnson City, Northern (TN, KY); Hybrid; USD 240,000 - 300,000; Full time

Job summary

Cetera Financial Group in Johnson City, TN seeks a Senior Wealth Advisor to serve as the primary relationship manager for high-value clients, delivering goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development and relationship management.

You will mentor less experienced advisors, drive strategic client service, and coordinate with internal teams to maintain strong client outcomes and growth.

Qualifications

• Advanced knowledge of financial planning, investments, and wealth management strategies.
• Proficiency with financial planning tools, CRM systems, and business applications.
• Strong leadership, influence, and relationship-building skills.

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
• Develop deep understanding of client goals and financial circumstances to provide personalized planning guidance
• Proactively anticipate client needs and provide strategic guidance during life events and market transitions
• Conduct client review meetings and ongoing plan updates to keep financial plans aligned with goals
• Maintain proactive engagement with clients while delivering high standards of service

Skills

Financial planning

Wealth management

Leadership

Relationship management

Regulatory compliance

CRM proficiency

Financial analytics

Education

Bachelor's degree in finance or related field

FINRA Series 7 and 66 (or 65/63 combo)

Series 65 (RIA only)

Insurance licenses (Life, Health, LTC)

Tools

CRM systems

Financial planning tools

Job description

Cetera Financial Group in Johnson City, TN seeks a Senior Wealth Advisor to serve as the primary relationship manager for high-value clients, delivering goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development and relationship management.

You will mentor less experienced advisors, drive strategic client service, and coordinate with internal teams to maintain strong client outcomes and growth.