Senior Wealth Advisor
Job in
Johnson City, Washington County, Tennessee, 37603, USA
Listed on 2026-08-25
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
- Serve as lead advisor and primary relationship manager for high-value and complex client relationships
- Deliver advanced financial planning across retirement, investments, tax-aware strategies, insurance, and estate considerations
- Understand client goals, priorities, and financial circumstances to provide personalized planning guidance
- Anticipate client needs and provide strategic guidance during life events, market transitions, and changing financial situations
- Conduct client review meetings and update plans to keep them aligned with objectives and long-term goals
- Maintain proactive engagement, responsiveness, professionalism, and client service across assigned relationships
- Develop and maintain comprehensive financial plans using approved planning tools and firm resources
- Address complex planning needs including retirement income, charitable giving, RMDs, and multigenerational planning
- Review portfolio activity, financial plans, and client circumstances to identify risks and opportunities
- Generate new client opportunities through referrals, centers of influence, networking, and community engagement
- Convert prospective clients into long-term relationships
- Support asset growth through retention, asset consolidation, and net new asset acquisition
- Mentor and support less-experienced advisors
- Collaborate with client service, tax, investment, trading, and operations teams
- Lead client review preparation, execution, follow-up, and ongoing service requests
- Coordinate account opening, documentation, and complex service requests
- Maintain accurate CRM documentation, including notes, tasks, opportunities, and lead status
- Follow firm workflows, service standards, operational procedures, policies, and regulatory requirements
- Maintain current knowledge of market trends, financial planning strategies, and industry regulations
- Demonstrate professionalism, accountability, continuous learning, operational discipline, and compliance
- Advanced knowledge of financial planning, investment, and wealth management strategies
- Strong understanding of regulatory requirements, firm policies, and compliance standards
- Strong leadership, influence, and relationship-building skills
- Ability to manage complex client scenarios, competing priorities, and sensitive client situations with professionalism and sound judgment
- Proficiency with financial planning tools, CRM systems, and business applications
- Strong organizational skills and attention to detail
- Ability to collaborate in a team-based service model and support advisor mentorship
- CFP® certification required
- Bachelor's degree in finance or a related field or equivalent
- Minimum of 8+ years of experience in wealth management or financial advisory roles
- FINRA Series 7 and 66, or Series 65/63 combination, if dual registered
- Series 65 for RIA-only registration
- Insurance licenses (Life, Health, Long-Term Care), as applicable but preferred
- Experience with high-net-worth and complex client relationships
- Demonstrated success in business development, client retention, and asset growth
- Existing professional referral relationships and centers of influence
- Advanced tax-aware, retirement, estate, and multigenerational planning experience
- Experience mentoring or supporting less-experienced advisors
- Travel up to 50% when located outside the market, or up to 25% when located inside the market
Demonstrates advanced financial planning expertise, including retirement, investment, tax-aware strategies, and estate planning. Proven ability to manage complex client relationships, mentor advisors, and drive business development while ensuring compliance with regulatory standards.
Highest-signal resume keywords- CFP® Certification
- Advanced Financial Planning
- Wealth Management Strategies
- Client Relationship Management
- Business Development
- Financial Planning Tools
- Investment Strategies
- Tax-Aware Planning
- Retirement Planning
- Estate Planning
- Multigenerational Planning
- Portfolio Review
- Risk Identification
- Client Retention
- Asset Growth
- Leadership
- Relationship Building
- Professionalism
- Judgment
- Collaboration
- CFP® Certification
- FINRA Series 7
- FINRA Series 66
- Series 65
- Insurance Licenses
- Wealth Management
- Financial Advisory
- Regulatory Compliance
- High-Net-Worth Clients
- Client Engagement
- CRM Systems
- Business Applications
Position Requirements
10+ Years
work experience
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