Lead Financial Advisor — High-Net-Worth Growth, Onsite

MOHR Talent; West Hartford (CT); On-site; USD 120,000 - 160,000; Full time

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

Client management

Financial planning

Communication

Mentoring

Holistic planning

Education

CFP certification

Job description

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.