Financial Planner

Mohr Talent; Glen Allen (VA); On-site; USD 90,000 - 105,000; Full time

Job summary

MOHR Talent is seeking a Financial Planner in the Richmond area (Glen Allen, VA). You will work with existing clients, guide review conversations, and coordinate steps to move financial goals forward in a personal, client-centric advisory practice.

Performance will deepen your planning expertise as you take greater ownership of relationships and collaborate with a Lead Advisor on complex decisions. No prospecting required; CFP credentials preferred.

Qualifications

• Relevant wealth-management or financial-planning experience, ideally five or more years.
• Experience with ongoing client relationships, meeting preparation and financial reviews.
• Ability to explain recommendations in practical terms.
• Series 65, or Series 7 and 66, or ability to obtain the required registration within a timeframe.
• Familiarity with financial-planning, custodial and CRM platforms.
• Sound judgment and careful handling of confidential client information.

Responsibilities

• Prepare financial reviews and lead discussions about clients’ goals, circumstances and priorities.
• Develop clear recommendations covering retirement, investments, cash flow, tax considerations, insurance, estate planning and wealth transfer.
• Update plans as clients’ lives change and maintain proactive communication between meetings.
• Coordinate with service colleagues, custodians, investment teams and outside tax and legal professionals.
• Document advice and next steps in the CRM, track open requests and ensure timely completion.
• Contribute to team service standards and support the development of less-experienced colleagues.

Skills

Wealth management experience

Financial planning

Client relationship management

Series 65

Education

CFP certification

Series 7/66 licensing

Tools

CRM platforms

Job description

Glen Allen, VA — Richmond Area
Base Salary: $90,000–$105,000 annually, depending on experience

Help clients make confident decisions—and see your financial plans put into practice.

An established wealth-management firm is seeking a Financial Planner who enjoys both thoughtful planning and personal client relationships. You’ll work directly with existing clients, guide review conversations and coordinate the steps that move their financial goals forward.

Working alongside an experienced Lead Advisor, you’ll have the opportunity to deepen your planning expertise, take increasing responsibility for relationships and develop toward broader advisory leadership. No existing book of business or cold prospecting is required.

Why Consider This Role

• Stay involved from the first planning conversation through implementation.

• Build lasting relationships with clients you can get to know over time.

• Work closely with the Lead Advisor on increasingly complex financial decisions.

• Expand your client-facing responsibilities as your capabilities grow.

What You’ll Do

• Prepare financial reviews and lead discussions about clients’ goals, circumstances and priorities.

• Develop clear recommendations covering retirement, investments, cash flow, tax considerations, insurance, estate planning and wealth transfer.

• Update plans as clients’ lives change and maintain proactive communication between meetings.

• Coordinate with service colleagues, custodians, investment teams and outside tax and legal professionals.

• Document advice and next steps in the CRM, track open requests and ensure timely completion.

• Contribute to team service standards and support the development of less-experienced colleagues.

What You’ll Bring

• Relevant wealth-management, financial-planning or RIA experience, ideally five or more years.

• Experience with ongoing client relationships, meeting preparation and financial reviews, with the ability to take greater ownership of client conversations.

• Working knowledge across the planning areas above and confidence explaining recommendations in practical terms.

• Series 65, or Series 7 and 66, or the ability to obtain the required registration within an agreed timeframe.

• Familiarity with financial-planning, custodial and CRM platforms.

• Sound judgment, strong follow-through and careful handling of confidential client information.

CFP® certification is strongly preferred; CFA®, ChFC® or CPWA® credentials may also be considered. Experience serving affluent or high-net-worth individuals and families is a plus.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]