Senior Financial Advisor

Mohr Talent; Kohler (WI); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Bonus opportunity

Equal opportunity employer

Job summary

MOHR Talent is seeking a Senior Financial Advisor to take ownership of an established high-net-worth client portfolio. This role advances comprehensive advice, retention, and long-term relationships without traditional cold calling or building a book from zero.

You will serve as the primary relationship manager, conduct client reviews, and coordinate with investment professionals to implement tailored strategies aligned with goals and risk tolerance.

Qualifications

• 5+ years as a financial advisor serving affluent or high-net-worth clients.
• Active Series 65, or Series 7 and Series 66 licenses.
• Strong comprehensive financial-planning and investment-management experience.
• A polished communicator who earns trust and explains complex recommendations clearly.
• Evidence of successful client relationship ownership, retention, and proactive service.
• Ability to work collaboratively from the Sheboygan-area office under the final work-arrangement policy.

Responsibilities

• Serve as the primary relationship manager for an established portfolio of affluent and high-net-worth clients.
• Lead client reviews and maintain comprehensive plans spanning retirement, investments, tax-aware strategies, estate considerations, insurance, and legacy planning.
• Partner with investment professionals to implement and monitor customized portfolio strategies aligned with goals and risk tolerance.
• Coordinate with client service, planning, tax, trust, and investment specialists to deliver a seamless client experience.
• Deepen existing relationships through proactive advice, exceptional service, and referrals generated through client trust.
• Maintain complete documentation and operate consistently with SEC, FINRA, firm, and fiduciary requirements.

Job description

A successful, relationship-centered wealth advisory organization is hiring an experienced Senior Financial Advisor to take ownership of an established high-net-worth client portfolio. This is an uncommon opportunity to focus on comprehensive advice, retention, and long-term relationships without traditional cold calling or the pressure of building a book from zero.

What You\'ll Be Doing

• Serve as the primary relationship manager for an established portfolio of affluent and high-net-worth clients.
• Lead client reviews and maintain comprehensive plans spanning retirement, investments, tax-aware strategies, estate considerations, insurance, and legacy planning.
• Partner with investment professionals to implement and monitor customized portfolio strategies aligned with goals and risk tolerance.
• Coordinate with client service, planning, tax, trust, and investment specialists to deliver a seamless client experience.
• Deepen existing relationships through proactive advice, exceptional service, and referrals generated through client trust.
• Maintain complete documentation and operate consistently with SEC, FINRA, firm, and fiduciary requirements

Senior Financial Advisor

Kohler, WI | $140,000-$170,000 Base DOE | Bonus | Benefits

A successful, relationship-centered wealth advisory organization is hiring an experienced Senior Financial Advisor to take ownership of an established high-net-worth client portfolio. This is an uncommon opportunity to focus on comprehensive advice, retention, and long-term relationships without traditional cold calling or the pressure of building a book from zero.

What You\'ll Be Doing

• Serve as the primary relationship manager for an established portfolio of affluent and high-net-worth clients.
• Lead client reviews and maintain comprehensive plans spanning retirement, investments, tax-aware strategies, estate considerations, insurance, and legacy planning.
• Partner with investment professionals to implement and monitor customized portfolio strategies aligned with goals and risk tolerance.
• Coordinate with client service, planning, tax, trust, and investment specialists to deliver a seamless client experience.
• Deepen existing relationships through proactive advice, exceptional service, and referrals generated through client trust.
• Maintain complete documentation and operate consistently with SEC, FINRA, firm, and fiduciary requirements

What We\'re Looking For

• 5+ years as a financial advisor, wealth advisor, service advisor, or comparable advisor serving affluent or high-net-worth clients.
• Active Series 65, or active Series 7 and Series 66 licenses.
• Strong comprehensive financial-planning and investment-management experience.
• A polished communicator who earns trust and explains complex recommendations clearly.
• Evidence of successful client relationship ownership, retention, and proactive service.
• Ability to work collaboratively from the Sheboygan-area office under the final work-arrangement policy.

Preferred Qualifications

• CFP designation; CFA, ChFC, or CPWA may also add value.
• Bachelor\'s degree in finance, business, economics, or a related field.
• Life and Health Insurance license, or willingness to obtain it if required.

Why This Opportunity

• Established client relationships and no traditional cold-calling requirement.
• Competitive compensation DOE plus a bonus opportunity.
• A collaborative advisory model with shared support and resources.
• Urgent, visible role in a successful office with meaningful client impact.
• Competitive Compensation DOE. Qualified advisors who want to focus on planning, service, and enduring client relationships are encouraged to apply.

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]

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Job Summary

Published: 9/14/2026

Type: Direct Hire

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.

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