Lead Wealth Advisor - CFP

Mohr Talent; Vienna (VA); Hybrid; USD 170,000 - 180,000; Full time

Benefits offered by this job

Remote Fridays

Company-paid travel

Job summary

Mohr Talent is seeking a Lead Wealth Advisor (CFP preferred) in Vienna, VA to take over a book of approximately 100+ client households. The role emphasizes client retention, comprehensive planning, and relationship management with no cold prospecting.

The position offers a hybrid schedule with in-office Monday-Thursday and remote Fridays, a base salary in the $170k–$180k range plus bonus, and opportunities to lead client meetings and mentor staff while expanding an established book.

Qualifications

• Experience managing high-net-worth client relationships.
• Strong financial planning background.
• Ability to lead client meetings independently.
• Experience mentoring advisory staff.
• Familiarity with eMoney planning software.

Responsibilities

• Become the primary advisor for approximately 100+ existing households.
• Lead client meetings and own long-term client relationships.
• Manage and deliver comprehensive financial plans in eMoney.
• Provide investment strategy, portfolio oversight, and recommendations.
• Identify opportunities across retirement, tax, estate, risk, and investments.
• Lead and mentor advisory staff.
• Drive client retention and referrals.

Skills

Client relationship management

Financial planning

Strong communication

Mentoring staff

Education

CFP certification

Series 7 license

Series 66/63 + 65

Tools

eMoney

CRM systems

Job description

Lead Wealth Advisor - CFP
Vienna, VA| $170,000-$180,000+ Base + Bonus
Hybrid | Monday-Thursday In Office | Friday Remote
Immediately Inherit Approximately 100+ Client Households

About the Opportunity

We’re partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor.

This is a rare opportunity to step directly into an established book of approximately 100+ households.

Your first priority is client retention, financial planning, and relationship management - not cold prospecting or building a book from scratch.

What You’ll Be Doing

• Become the primary advisor for approximately 100+ existing households
• Lead client meetings and own long-term client relationships
• Manage and deliver comprehensive financial plans in eMoney
• Provide investment strategy, portfolio oversight, and recommendations
• Identify planning opportunities across retirement, tax, estate, risk, and investment needs
• Lead and mentor Service Advisors and advisory support staff
• Drive client retention, referrals, and additional wallet share
• Participate in investment strategy and portfolio discussions

What They’re Looking For

• Series 7 highly preferred
• eMoney experience highly preferred
• 5+ years of client-facing financial advisory / wealth management experience
• Experience personally managing high-net-worth client relationships
• Strong comprehensive financial planning background
• Strong understanding of investment management and portfolio strategy
• Experience leading client meetings independently
• Experience mentoring or directing advisory support staff
• Strong communication and presentation skills

Why You’ll Want This Role

• Bonus opportunity targeted around 20%+ of base salary
• Immediately inherit approximately $100M+ in client assets
• Established relationships - you are not starting from zero
• No aggressive prospecting or cold-calling expectations
• Hybrid schedule with remote Fridays
• Company-paid travel for required client visits
• Opportunity to become a key advisor within a growing wealth management firm
• Urgent succession opportunity with significant client responsibility from day one

Lead Wealth Advisor - CFP
Vienna, VA| $170,000-$180,000+ Base + Bonus
Hybrid | Monday-Thursday In Office | Friday Remote
Immediately Inherit Approximately 100+ Client Households

About the Opportunity

We’re partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor.

This is a rare opportunity to step directly into an established book of approximately 100+ households.

Your first priority is client retention, financial planning, and relationship management - not cold prospecting or building a book from scratch.

What You’ll Be Doing

• Become the primary advisor for approximately 100+ existing households
• Lead client meetings and own long-term client relationships
• Manage and deliver comprehensive financial plans in eMoney
• Provide investment strategy, portfolio oversight, and recommendations
• Identify planning opportunities across retirement, tax, estate, risk, and investment needs
• Lead and mentor Service Advisors and advisory support staff
• Drive client retention, referrals, and additional wallet share
• Participate in investment strategy and portfolio discussions

What They’re Looking For

• CFP® certification highly preferred
• Series 7 highly preferred
• Series 66 OR Series 63 + Series 65 highly preferred
• eMoney experience highly preferred
• 5+ years of client-facing financial advisory / wealth management experience
• Experience personally managing high-net-worth client relationships
• Strong comprehensive financial planning background
• Strong understanding of investment management and portfolio strategy
• Experience leading client meetings independently
• Experience mentoring or directing advisory support staff
• Strong communication and presentation skills

Why You’ll Want This Role

• $170,000-$180,000+ base salary
• Bonus opportunity targeted around 20%+ of base salary
• Immediately inherit approximately $100M+ in client assets
• Established relationships - you are not starting from zero
• No aggressive prospecting or cold-calling expectations
• Hybrid schedule with remote Fridays
• Company-paid travel for required client visits
• Opportunity to become a key advisor within a growing wealth management firm
• Urgent succession opportunity with significant client responsibility from day one