Financial Planner: Client-Focused Wealth Planning

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

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.