Lead Financial Planner
MOHR Talent
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Job summary
MOHR Talent seeks a Lead Financial Planner to take ownership of high-value client relationships in Farmington, CT. This leadership role drives holistic planning, coordinating investments, tax, estate, and risk planning, and mentoring junior staff.
Immediately inheriting a book of 100+ clients, the role focuses on strategic growth and high-touch service. The ideal candidate has 7–10+ years in financial planning, CFP designation, and strong relationship management and communication skills to lead
Qualifications
- 7–10+ years of experience in financial planning or wealth management.
- Experience working with high-net-worth clients ($2M+ investable assets preferred).
- Strong client relationship management and communication skills.
- Proven ability to retain and grow client relationships.
Responsibilities
- Serve as the primary advisor for a book of high-net-worth clients.
- Lead conversations across financial planning, investments, tax strategy, and estate coordination.
- Build long-term client relationships through proactive, high-touch service.
- Translate complex strategies into clear, actionable plans.
Skills
Education
Job description
Compensation: $135,000 – $150,000 base + incentive compensation
Location: Farmington, CT
A high-impact leadership opportunity for a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships within a fast-growing wealth management firm. This is not a maintenance role—it is a leadership seat responsible for driving client strategy, delivering comprehensive financial planning, and influencing how advice is delivered at scale. The role will immediately inherit a book of 100+ clients and serve as the central point of coordination across investments, tax, estate, and risk planning. Ideal for a seasoned advisor who thrives in a client-facing, planning-driven environment and wants to play a key role in firm growth.
The Lead Advisor will serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering holistic financial planning and strategic guidance. This role partners with internal specialists and external advisors to coordinate complex planning strategies while mentoring junior team members and contributing to firm-wide initiatives.
- Serve as the primary advisor for a book of HNW/UHNW clients
- Lead client conversations across financial planning, investments, tax strategy, and estate coordination
- Build long-term client relationships through proactive, high-touch service
- Translate complex strategies into clear, actionable plans
- Develop and deliver advanced financial plans across:
- Retirement planning
- Tax optimization
- Estate and wealth transfer strategies
- Coordinate with CPAs, estate attorneys, and investment professionals
- Guide clients through liquidity events, business transitions, and generational planning
- Drive organic growth through referrals, centers of influence, and networking
- Support new client acquisition and closing opportunities
- Contribute to firm growth strategy and market positioning
- Mentor Associate Advisors and Financial Planners
- Help refine planning processes, client experience, and service delivery models
- Act as a cultural leader, promoting accountability and excellence
- 7-10+ years of experience in financial planning or wealth management
- Experience working with high-net-worth clients ($2M+ investable assets preferred)
- Strong client relationship management and communication skills
- Proven ability to retain and grow client relationships
- Experience in RIA or independent wealth management environments
- Background in tax and estate planning coordination
- Prior leadership or mentorship experience
- Holistic wealth planning expertise
- Client relationship management
- Leadership and mentorship
- Strategic thinking and problem-solving
- Communication and presentation skills
Compensation: $135,000 – $150,000 base + incentive compensation
Location: Farmington, CT
A high-impact leadership opportunity for a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships within a fast-growing wealth management firm. This is not a maintenance role—it is a leadership seat responsible for driving client strategy, delivering comprehensive financial planning, and influencing how advice is delivered at scale. The role will immediately inherit a book of 100+ clients and serve as the central point of coordination across investments, tax, estate, and risk planning. Ideal for a seasoned advisor who thrives in a client-facing, planning-driven environment and wants to play a key role in firm growth.
The Lead Advisor will serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering holistic financial planning and strategic guidance. This role partners with internal specialists and external advisors to coordinate complex planning strategies while mentoring junior team members and contributing to firm-wide initiatives.
- Serve as the primary advisor for a book of HNW/UHNW clients
- Lead client conversations across financial planning, investments, tax strategy, and estate coordination
- Build long-term client relationships through proactive, high-touch service
- Translate complex strategies into clear, actionable plans
- Develop and deliver advanced financial plans across:
- Retirement planning
- Tax optimization
- Estate and wealth transfer strategies
- Coordinate with CPAs, estate attorneys, and investment professionals
- Guide clients through liquidity events, business transitions, and generational planning
- Drive organic growth through referrals, centers of influence, and networking
- Support new client acquisition and closing opportunities
- Contribute to firm growth strategy and market positioning
- Mentor Associate Advisors and Financial Planners
- Help refine planning processes, client experience, and service delivery models
- Act as a cultural leader, promoting accountability and excellence
- CFP® designation
- 7-10+ years of experience in financial planning or wealth management
- Experience working with high-net-worth clients ($2M+ investable assets preferred)
- Strong client relationship management and communication skills
- Proven ability to retain and grow client relationships
- Experience in RIA or independent wealth management environments
- Background in tax and estate planning coordination
- Prior leadership or mentorship experience
- Holistic wealth planning expertise
- Client relationship management
- Leadership and mentorship
- Strategic thinking and problem-solving
- Communication and presentation skills
- Proactive, client-first mindset
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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5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
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