Lead Wealth Advisor - Inherit 100+ HNW Clients (CFP)

Mohr Talent; Vienna (VA); On-site; 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

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.