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Senior Client Advisor Jobs in Indiana (NOW HIRING)

Cetera

Senior Wealth Advisor - Hybrid

Noblesville, IN · Hybrid

The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex ... Advanced Client Relationship & Advisory * Serve as lead advisor and primary relationship manager ...

AMERICAN SENIOR BENEFITS LLC

IN-Elkardt

Elkhart, IN · On-site

Why Experienced Agents Choose American Senior Benefits * Established book of business to begin ... Agent, Client Advisor, Field Sales Representative, Insurance Career, Residual Income, Renewal ...

AMERICAN SENIOR BENEFITS LLC

IN-Elkardt

Elkhart, IN

Why Experienced Agents Choose American Senior Benefits * Established book of business to begin ... Agent, Client Advisor, Field Sales Representative, Insurance Career, Residual Income, Renewal ...

AMERICAN SENIOR BENEFITS LLC

IN-Elkardt

Elkhart, IN · On-site

Why Experienced Agents Choose American Senior Benefits * Established book of business to begin ... Agent, Client Advisor, Field Sales Representative, Insurance Career, Residual Income, Renewal ...

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Senior Client Advisor information

See Indiana salary details

$13

$26

$50

How much do senior client advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for senior client advisor in Indiana is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $33.03 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

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The top searched job categories for Senior Client Advisor jobs in Indiana are:

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Cities in Indiana with the most Senior Client Advisor job openings:

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For Senior Client Advisor jobs in IN, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,721 per year, or $26.3 per hour.

Senior Wealth Advisor - Hybrid

Cetera Financial Group, Inc.

Noblesville, IN • On-site

$110K/yr

Full-time

Re-posted 3 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description


The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development, relationship management, strategic judgment, and high standard of client service. The Senior Wealth Advisor partners closely with internal specialist and external referral partners to help clients build, grow, and protect their wealth through tax-aware investment strategies aligned with their long-term objectives. This role is accountable for developing and maintaining strong client relationships, converting prospective clients into long-term relationships, mentoring less experienced advisors, and consistently executing the firm's client service and planning standards. Success in this role requires professionalism, ownership, collaboration, leadership, and a commitment to continuous improvement. Senior Wealth Advisors are expected to lead by example, demonstrate strong business development results, and contribute to the growth and reputation of the firm.
Core Responsibilities:
Advanced Client Relationship & Advisory
  • 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 consideration
  • Develop a deep understanding of client goals, priorities, and financial circumstances to provide personalized planning guidance
  • Proactively anticipate client needs and provide strategic guidance during life events, market transitions and evolving financial situations
  • Conduct client review meetings and ongoing plan updates to ensure financial plans remain aligned with client objective and long-term goals.
  • Maintain consistent, proactive engagement across assigned client relationships while delivering a high standard of responsiveness, professionalism, and client service.
  • Lead by example through strong relationship management, accountability, and adherence to firm standards.
  • Provide mentorship and support to less experienced advisors and contribute to a collaborate team environment.

Financial Planning & Wealth Management Cetera Job Description
  • Develop and maintain comprehensive financial plans for high-value and complex client relationships covering retirement, investment, tax-aware strategies, insurance, and estate considerations
  • Utilize approved planning tools and firm resources to deliver accurate, timely, and strategic financial planning recommendations aligned with client objective
  • Provide guidance on complex and time-sensitive planning needs, including retirement income planning, charitable giving strategies, RMDs, and multi-generational planning considerations
  • Review portfolio activity, financial plans, and evolving client circumstances to identify risks, opportunities, and planning consideration
  • Ensure financial plans remain current, comprehensive, and aligned with client objectives and long-term goals

Business Development & Leadership
  • Generate new client opportunities through referrals, centers of influence, personal networking, and community engagement
  • Convert prospective clients into long-term client relationships using established discovery and planning processes
  • Build and maintain strong relationships with clients, referral partners, and centers of influence to support long-term business growth
  • Contribute to asset growth through client retention, asset consolidation, and net new asset acquisition
  • Lead by example through proactive business development activity, relationship management, and consistent execution of firm standards
  • Provide mentorship, guidance, and support to less-experienced advisors and contribute to a collaborative team environment
  • Participate in firm initiatives, educational events, and business development activities that support the growth and reputation of the firm

Collaboration & Oversight
  • Collaborate closely with internal teams including client service, tax, investment, trading, and operations to deliver a coordinated and consistent client experience
  • Lead planning, preparation, and execution of client review meetings, follow-up items, and ongoing service requests for assigned relationships
  • Coordinate account opening, documentation, and complex service requests in a timely and accurate manner
  • Maintain accurate, timely, and complete CRM documentation, including client notes, tasks, opportunities, and lead status
  • Follow and reinforce established firm workflows, service standards, and operational procedures
  • Support less-experienced advisors through collaboration, knowledge sharing, and mentorship

Compliance & Professional Development
Strategic & Operational Excellence
  • Adhere to all firm policies, procedures, and regulatory requirements
  • Maintain current knowledge of market trends, financial planning strategies, and industry regulations
  • Complete required continuing education, training, and licensing requirements
  • Demonstrate professionalism, accountability, and commitment to continuous learning and development.
  • Lead by example in maintaining high standards of client service, operational discipline, and compliance practice

Required Knowledge, Skills, and Abilities:
  • 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 with the ability to manage priorities, follow through on commitments, and maintain attention to detail
  • Ability to collaborate effectively within a team-based service model and contribute to mentorship and advisor development
  • CFP® certification required

Desired Knowledge, Skills, and Abilities:
  • Experience working 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 multi-generational planning strategies
  • Experience mentoring or supporting less-experienced advisors within a collaborative team environment
  • Demonstrated track record of business development and client retention

Minimum Required Education & Experience:
  • Bachelor's degree in finance or a related field or equivalent.
  • A minimum of 8+ years of experience in wealth management or financial advisory roles
  • FINRA Series 7 and 66 (or 65/63 combo) if dual registered
  • Series 65 (RIA only)
  • Insurance licenses (Life, Health, Long-Term Care), as applicable but preferred

Travel Requirements: Located outside of market - up to 50%; located inside market - up to 25%
Compensation: Total annual target compensation of up to approximately $300,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.
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