Senior Wealth Advisor

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

Benefits offered by this job

Team-based revenue-sharing

Mentorship opportunities

Job summary

MOHR Talent in Oostburg, Wisconsin is seeking a Senior Wealth Advisor to take over an established book of high net worth client relationships. This role offers a substantial, ready-made portfolio with no cold calling, working alongside a collaborative team that shares revenue and supports each other's success.

You will serve as the primary relationship manager for the portfolio, conducting regular reviews and developing comprehensive financial plans across retirement, tax, estate, and legacy

Qualifications

• 5+ years of experience serving affluent or high net worth clients.
• Strong financial planning and investment management knowledge.
• Excellent retirement, tax, and estate planning proficiency.
• FINRA Series 7 and 66, or Series 65 license required.
• CFP preferred; if not CFP, strong demonstrable planning experience.

Responsibilities

• Serve as the primary relationship manager for an established portfolio of high net worth clients and their families.
• Build trusted, multi-generational relationships through proactive communication and exceptional service.
• Conduct regular client review meetings and stay attuned to each client's evolving financial goals.
• Develop and maintain comprehensive financial plans covering retirement, investment, tax, estate, insurance, and legacy planning.
• Collaborate with investment professionals to implement and monitor customized portfolio strategies.
• Deepen existing client relationships and identify additional planning opportunities across the client base.
• Partner closely with client service associates, paraplanners, tax professionals, and investment specialists.
• Maintain accurate documentation and ensure compliance with all regulatory requirements.

Skills

Financial planning

Investment management

Retirement planning

Tax planning

Estate planning

Relationship management

Communication

Licensing knowledge (Series 7/66, or 7

Education

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

Tools

FINRA Series 7/66

Series 65 license

CFP certification

Job description

Senior Wealth Advisor

Oostburg, WI, Wisconsin Direct Hire $170000 /

Job Description

A well established and growing wealth management firm known for its collaborative, team based culture is hiring a Senior Wealth Advisor to take over an established book of high net worth client relationships. This is a rare opportunity to step into a substantial, ready-made portfolio with no cold calling or prospecting required, working alongside a team that shares revenue and supports one another's success.

What You'll Do:

• Serve as the primary relationship manager for an established portfolio of high net worth clients and their families
• Build trusted, multi-generational relationships through proactive communication and exceptional service
• Conduct regular client review meetings and stay attuned to each client's evolving financial goals
• Develop and maintain comprehensive financial plans covering retirement, investment, tax, estate, insurance, and legacy planning
• Collaborate with investment professionals to implement and monitor customized portfolio strategies
• Deepen existing client relationships and identify additional planning opportunities across the client base
• Partner closely with client service associates, paraplanners, tax professionals, and investment specialists
• Maintain accurate documentation and ensure compliance with all regulatory requirements

What You Bring:

• 5+ years of experience as a Financial Advisor or Wealth Advisor serving affluent or high net worth clients
• Strong financial planning, investment management, retirement, tax, and estate planning knowledge
• Exceptional relationship management and communication skills, with a polished, professional presence
• FINRA Series 7 and 66, or Series 65 license required
• CFP preferred; if not CFP, strong demonstrable planning experience required
• Bachelor's degree in Finance, Business, Economics, or a related field preferred

What's In It For You:

• Base salary $140,000 - $170,000+, commensurate with experience, plus bonus
• Step into an established, sizable book of business with no need to prospect for new clients
• Team based, revenue-sharing culture rather than an eat-what-you-kill model
• Opportunity to mentor and collaborate with a collegial group of advisors and support staff

This is a high-priority opening at a thriving, growing office.

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]

Job Summary

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.

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126