Lead Financial Advisor
Mohr Talent
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Job summary
MOHR Talent in West Hartford, CT seeks a Lead Financial Advisor to take ownership of an established client book and lead planning conversations across retirement, tax, estate, investment, and wealth transfer.
This is a leadership role mentoring junior advisors and collaborating with CPAs and attorneys, with incentive compensation tied to client growth and retention. The position is onsite with exposure to firm leadership as the firm grows.
Qualifications
- CFP certification or active pursuit preferred.
- 5+ years of financial planning or wealth management experience.
- Experience with high-net-worth clients.
- Strong client management and polished communication skills.
- Holistic planning understanding beyond investments.
- Ability to explain complex strategies simply.
- Experience mentoring junior advisors or planners preferred.
Responsibilities
- Serve as the primary advisor for high-net-worth client relationships.
- Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer.
- Take over and manage 100+ client relationships from firm leadership.
- Build deep, long-term relationships through proactive guidance and follow-through.
- Partner with CPAs, estate attorneys, investment teams, and other professionals.
- Identify opportunities to retain, deepen, and grow client relationships.
- Mentor Associate Advisors and Financial Planners.
- Help improve the client experience, planning process, and service model.
Skills
Education
Job description
West Hartford, Connecticut Direct Hire $140000 /
Schedule: 100% Onsite
Location:West Hartford, CT
CFP, current CFPcandidacy, or active pursuit of CFP® certification preferred.
About the Opportunity
We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Advisor to take ownership of an established book of 100+ client relationships.
This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning.
This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.
What You’ll Be Doing
- Serve as the primary advisor for high-net-worth client relationships
- Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer
- Take over and manage 100+ client relationships from firm leadership
- Build deep, long-term relationships through proactive guidance and strong follow-through
- Partner with CPAs, estate attorneys, investment teams, and other professionals
- Identify opportunities to retain, deepen, and grow client relationships
- Mentor Associate Advisors and Financial Planners
- Help improve the client experience, planning process, and service model
What They’re Looking For
- CFP, current CFPcandidacy, or active pursuit of CFP® certification preferred.
- 5+ years of financial planning or wealth management experience
- Experience working with high-net-worth clients
- Strong client management skills and polished communication style
- Strong understanding of holistic planning, not just investments
- Ability to explain complex strategies in a simple, confident way
- Experience mentoring junior advisors or planners preferred
- Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment
Why You’ll Love It There
- Incentive compensation tied to client growth and retention
- Established book of clients from day one
- Direct exposure to firm leadership
- Opportunity to mentor and lead
- Collaborative support across investments, tax, estate, and planning
- Growth environment without heavy corporate red tape
Schedule: 100% Onsite
Location:West Hartford, CT
CFP, current CFPcandidacy, or active pursuit of CFP® certification preferred.
About the Opportunity
We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Advisor to take ownership of an established book of 100+ client relationships.
This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning.
This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.
What You’ll Be Doing
- Serve as the primary advisor for high-net-worth client relationships
- Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer
- Take over and manage 100+ client relationships from firm leadership
- Build deep, long-term relationships through proactive guidance and strong follow-through
- Partner with CPAs, estate attorneys, investment teams, and other professionals
- Identify opportunities to retain, deepen, and grow client relationships
- Mentor Associate Advisors and Financial Planners
- Help improve the client experience, planning process, and service model
What They’re Looking For
- CFP, current CFPcandidacy, or active pursuit of CFP® certification preferred.
- 5+ years of financial planning or wealth management experience
- Experience working with high-net-worth clients
- Strong client management skills and polished communication style
- Strong understanding of holistic planning, not just investments
- Ability to explain complex strategies in a simple, confident way
- Experience mentoring junior advisors or planners preferred
- Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment
Why You’ll Love It There
- Incentive compensation tied to client growth and retention
- Established book of clients from day one
- True planning-first environment
- Direct exposure to firm leadership
- Opportunity to mentor and lead
- Collaborative support across investments, tax, estate, and planning
- Growth environment without heavy corporate red tape
#LI-FT1
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 hr@themohrgrp.com
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Published: 11/2/2026
Type: Direct Hire
Location: West Hartford, Connecticut
Category: Finance / FP&A
At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.
5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
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