Financial Planner: Client-Focused Wealth Planning

MOHR Talent

Glen Allen (VA)

On-site

USD 90,000 - 105,000

Full time

3 days ago

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Job summary

MOHR Talent is seeking a Financial Planner in Glen Allen, VA (Richmond area) to work with existing clients, guide review conversations, and coordinate steps to move financial goals forward. You’ll work with the Lead Advisor, deepen planning expertise, and expand client-facing responsibilities without requiring an existing book of business.

The role emphasizes thoughtful planning, strong client relationships, and collaboration across advisory teams.

Qualifications

Five or more years of wealth-management or financial-planning experience.
Experience maintaining ongoing client relationships and leading reviews.
Ability to explain recommendations in practical terms.
Licensing: Series 65, or Series 7 and 66, or ability to obtain.
Familiarity with CRM and custodial platforms.
Strong judgment and confidentiality.
CFP preferred; CFA/ChFC/CPWA credentials may be considered.

Responsibilities

Prepare financial reviews and lead discussions about clients’ goals and priorities.
Develop clear recommendations covering retirement, investments, cash flow, tax considerations, 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 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.