Senior Client Advisor, Wealth Management

Mohr Talent; Richmond (VA); On-site; USD 81,000 - 109,000; Full time

Job summary

MOHR Talent in Richmond, VA seeks a Lead Service Advisor to manage a dedicated client group, coordinating comprehensive financial advice with the Lead Advisor. This role sits between client service and senior advisory duties, with no cold prospecting and no portable book requirement.

You will lead client reviews, develop tailored financial plans, and deliver highly personalized service while progressing toward a Lead Financial Advisor role within the team.

Qualifications

• 5+ years of experience in wealth management, financial planning or an RIA environment.
• Demonstrated experience supporting or managing ongoing client relationships.
• Experience preparing for and participating in client review and financial-planning meetings.
• Working knowledge of investments, retirement planning, tax considerations, insurance, estate planning and wealth-transfer strategies.
• Experience working with affluent or high-net-worth clients strongly preferred.
• Series 65 or Series 7 & 66 required, or ability to obtain the required registration within an agreed-upon timeframe.
• CFP® designation strongly preferred.
• CFA®, ChFC® or CPWA® credentials may also be considered.
• Strong client communication, relationship-management and presentation skills.

Responsibilities

• Manage assigned client relationships and serve as primary contact for client reviews.
• Lead client meetings and coordinate comprehensive financial planning across investments, retirement, cash flow, taxes, insurance, estate planning and wealth-transfer strategies.
• Translate plans into clear recommendations and actionable next steps; collaborate with Lead Advisor on complex cases.
• Ensure CRM notes, follow-ups and records are accurate; monitor outstanding client requests and service commitments.
• Mentor less-experienced advisors and client-service professionals; collaborate with broader advisory team.
• Support ongoing advisory and client-service activities and advance toward Lead Financial Advisor responsibilities.

Skills

Wealth management

Client relationship management

Financial planning

CRM experience

Education

Series 65 or Series 7 & 66

CFP designation preferred

CFA®, ChFC®, CPWA® credentials may be considered

Tools

CRM systems

Custodial platforms

Financial planning platforms

Job description

MOHR Talent in Richmond, VA seeks a Lead Service Advisor to manage a dedicated client group, coordinating comprehensive financial advice with the Lead Advisor. This role sits between client service and senior advisory duties, with no cold prospecting and no portable book requirement.

You will lead client reviews, develop tailored financial plans, and deliver highly personalized service while progressing toward a Lead Financial Advisor role within the team.