Senior Private Wealth Advisor — Growth & Planning (Equity)

MOHR Talent; Wichita (KS); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Annual performance bonus

Employee stock purchase plan

Medical, prescription drug, dental, &視

Family assistance program

401(k)

Life and AD&D insurance

Disability coverage

Long-term care coverage

Identity theft protection

Job summary

MOHR Talent seeks an experienced Financial Advisor to expand its private wealth practice in Wichita, KS. The role combines business development, comprehensive planning, and investment management, with strong support from planning and compliance resources.

You will collaborate with insurance networks and partake in succession planning within an employee-owned organization. Strong client relationships and fiduciary responsibility are essential.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Series 65 required; Series 66 also accepted.
• 7+ years in fee-only or fiduciary advisory with a proven growth record.
• Originating client relationships and growing revenue through advisory services.
• Strong knowledge of investments, retirement planning, tax and estate planning.
• Experience managing the full client lifecycle and communicating clearly.
• High ethical standards and fiduciary responsibility.
• Proficiency with planning software, CRM systems, and portfolio platforms.
• MS Outlook, Word, PowerPoint, and Excel proficiency.

Responsibilities

• Source and secure new client relationships through referrals and networking.
• Build and expand a book of business serving affluent clients.
• Collaborate with brokers and internal partners to generate cross-referrals.
• Deliver goals-based financial planning and investment management.
• Manage client relationships with ongoing planning discussions and service continuity.
• Maintain fiduciary compliance and stay updated on regulations.

Skills

Series 65 license

Series 66 license accepted

7+ years fiduciary advisory experience

Client relationship origination

Financial planning & investment acumen

Strong communication & presentation

CRM proficiency

Portfolio management knowledge

Ethical fiduciary standards

Team collaboration & mentorship

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFP certification strongly preferred

Additional designations (CFA, CPA, etc.)

Tools

Envestnet

MoneyGuidePro

Salesforce

Job description

MOHR Talent seeks an experienced Financial Advisor to expand its private wealth practice in Wichita, KS. The role combines business development, comprehensive planning, and investment management, with strong support from planning and compliance resources.

You will collaborate with insurance networks and partake in succession planning within an employee-owned organization. Strong client relationships and fiduciary responsibility are essential.