Lead Financial Planner

MOHR Talent; West Hartford (CT); On-site; USD 140,000 - 170,000; Full time

Job summary

MOHR Talent is seeking a Lead Financial Planner / Lead Advisor in West Hartford, CT to own a large book of 100+ client relationships. You will lead planning discussions across retirement, tax, estate, investments, and wealth transfer, mentoring junior staff and collaborating with CPAs and estate attorneys.

The role is on-site with a private wealth focus and requires strong communication skills and a planning-first mindset.

Qualifications

• 7+ 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.

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 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.

Skills

High-net-worth client management

Strong communication

Mentoring junior advisors

Planning-focused advisory environment

Education

CFP designation

Job description

Lead Financial Planner

West Hartford, Connecticut Direct Hire $170000 /

Job Description

About the Opportunity

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead 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

• 7+ 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

Lead Financial Planner / Lead Advisor

Private Wealth / RIA Environment
Salary: $140,000-$170,000 base depending on experience+ incentive
Schedule: 100% Onsite
Location:West Hartford, CT
CFP preferred

About the Opportunity

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead 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 designation required
• 7+ 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

• $135,000-$150,000 base salary
• 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

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 [e-mail]

Job Summary

Published: 10/2/2026

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.