Senior Financial Advisor – High-Net-Worth Wealth Planner

Mohr Talent; Kohler (WI); On-site; USD 125,000 - 175,000; Full time

Job summary

MOHR Talent is seeking an experienced Financial Advisor to manage an established book of high-net-worth clients in Kohler, WI. The role emphasizes holistic wealth planning, exceptional client service, and inheritance of approximately $100 million in assets under management.

Collaborate with internal specialists to provide integrated retirement, tax, estate, and investment planning while deepening client relationships and maintaining fiduciary standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• Five or more years of experience as a Financial Advisor or Wealth Advisor serving affluent or high-net-worth clients.
• Strong knowledge of financial planning, investment management, retirement, tax, and estate planning.

Responsibilities

• Own and manage an established book of high-net-worth client relationships with proactive, trusted service.
• Deliver comprehensive financial planning including retirement, tax, estate, and education planning.
• Collaborate with investment professionals to implement tailored portfolio strategies.
• Identify opportunities across wealth management services and coordinate with clients’ trusted advisors.
• Maintain regulatory and fiduciary standards and ensure accurate client documentation.

Skills

Relationship management

Financial planning

Investment management

Communication

Attention to detail

Education

Bachelor’s degree in Finance/Business/Economics

Job description

MOHR Talent is seeking an experienced Financial Advisor to manage an established book of high-net-worth clients in Kohler, WI. The role emphasizes holistic wealth planning, exceptional client service, and inheritance of approximately $100 million in assets under management.

Collaborate with internal specialists to provide integrated retirement, tax, estate, and investment planning while deepening client relationships and maintaining fiduciary standards.