Lead Wealth Advisor — Established Client Book (Hybrid)

MOHR Talent; Herndon (VA); Hybrid; USD 162,000 - 198,000; Full time

Benefits offered by this job

Company-paid travel for client visits

Job summary

MOHR Talent is seeking an experienced Lead Financial Advisor to take over an established book of ~130 client households with assets averaging about $1 million per household. You will own client planning, investment management, and relationship strategy.

The role emphasizes servicing existing clients, retention, and seamless transition from a retiring advisor, with hybrid work and in-office client visits in Herndon, VA.

Qualifications

• 5+ years of experience in a client-facing financial advisory or wealth management role.
• CFP certification is required.
• Series 7 required.
• Series 66 required OR Series 63 and Series 65 combination.
• Hands-on eMoney experience is required.

Responsibilities

• Serve as the primary advisor for an established book of ~130 client households.
• Ensure a smooth transition from the retiring advisor.
• Develop and manage comprehensive financial plans and investments.
• Lead investment strategy and portfolio oversight for assigned clients.
• Oversee client relationships and drive retention and referrals.

Skills

Client-facing

Communication

Presentation

Relationship management

Mentoring

Education

CFP certification

Series 7 license

Series 66 or Series 63/65

Tools

eMoney

Job description

MOHR Talent is seeking an experienced Lead Financial Advisor to take over an established book of ~130 client households with assets averaging about $1 million per household. You will own client planning, investment management, and relationship strategy.

The role emphasizes servicing existing clients, retention, and seamless transition from a retiring advisor, with hybrid work and in-office client visits in Herndon, VA.