Senior Wealth Advisor

MOHR Talent; Sheboygan (WI); On-site; USD 140,000 - 170,000; Full time

Job summary

MOHR Talent seeks a Senior Wealth Advisor to manage an established client book in Sheboygan, WI. This role emphasizes planning, client relationships, retention, and team-based advisory work, with no cold calling required.

The successful candidate will be polished, client-ready, and able to explain financial planning concepts clearly while collaborating with internal planning, investment, and service teams.

Qualifications

• 5+ years as a Financial Advisor or Wealth Advisor.
• Experience serving affluent or high-net-worth clients.
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred.
• Excellent communication and polished client presence.

Responsibilities

• Lead advisor for an established client book.
• Manage relationships with high-net-worth clients and families.
• Lead client meetings, reviews, planning discussions, and follow-up.
• Provide guidance on retirement, investments, tax, estate, insurance, charitable giving, and legacy planning.
• Partner with internal teams to deliver a strong client experience.
• Build trust and generate referrals through service, not cold prospecting.
• Maintain documentation, compliance, and fiduciary standards.

Skills

5+ years experience

affluent/high-net-worth clients

strong communication skills

client relationship management

Education

Series 65

Series 7/66

Life and Health Insurance License

Job description

Job Description

Senior Wealth Advisor - Existing Client Book
Sheboygan, WI|$140,000-$170,000+ base salary plus bonus
Establishedclient book | No cold calling required

About the Opportunity

We are partnering with a successful wealth management firm in Sheboygan, WI, to identify an experienced Senior Wealth Advisor to step into an established book of high-net-worth client relationships.

This is a great opportunity for an advisor who wants to focus on planning, client relationships, retention, and team-based advisory work without having to cold call or build a book from scratch.

The right person will be polished, client-ready, collaborative, and strong at explaining financial planning concepts in a clear, confident way.

What You’ll Be Doing

• Serve as the lead advisor for an established client book.
• Manage relationships with high-net-worth clients and families.
• Lead client meetings, reviews, planning discussions, and follow-up.
• Provide guidance around retirement, investments, tax, estate, insurance, charitable giving, and legacy planning.
• Partner with internal planning, investment, and service teams to deliver a strong client experience.
• Build trust with clients and generate referrals through service, not cold prospecting.
• Maintain strong documentation, compliance, and fiduciary standards.

What They’re Looking For

• 5+ years as a Financial Advisor, Wealth Advisor, or Client Advisor.
• Experience serving affluent or high-net-worth clients.
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred
• Excellent communication skills and polished client presence.
• Team-first mindset and comfort working in a shared-revenue model.
• Life and Health Insurance License preferred, or willingness to obtain if needed.

Why You’ll Want This Role

• $140,000-$170,000+ base salary plus bonus
• No cold calling required
• Successful, growing office with urgent hiring need
• Team-based advisory model with shared revenue
• Strong fit for an advisor who wants client ownership, planning work, and long-term stability

Senior Wealth Advisor - Existing Client Book
Sheboygan, WI|$140,000-$170,000+ base salary plus bonus
Establishedclient book | No cold calling required

About the Opportunity

We are partnering with a successful wealth management firm in Sheboygan, WI, to identify an experienced Senior Wealth Advisor to step into an established book of high-net-worth client relationships.

This is a great opportunity for an advisor who wants to focus on planning, client relationships, retention, and team-based advisory work without having to cold call or build a book from scratch.

The right person will be polished, client-ready, collaborative, and strong at explaining financial planning concepts in a clear, confident way.

What You’ll Be Doing

• Serve as the lead advisor for an established client book.
• Manage relationships with high-net-worth clients and families.
• Lead client meetings, reviews, planning discussions, and follow-up.
• Provide guidance around retirement, investments, tax, estate, insurance, charitable giving, and legacy planning.
• Partner with internal planning, investment, and service teams to deliver a strong client experience.
• Build trust with clients and generate referrals through service, not cold prospecting.
• Maintain strong documentation, compliance, and fiduciary standards.

What They’re Looking For

• 5+ years as a Financial Advisor, Wealth Advisor, or Client Advisor.
• Experience serving affluent or high-net-worth clients.
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred
• Excellent communication skills and polished client presence.
• Team-first mindset and comfort working in a shared-revenue model.
• Life and Health Insurance License preferred, or willingness to obtain if needed.

Why You’ll Want This Role

• $140,000-$170,000+ base salary plus bonus
• No cold calling required
• Successful, growing office with urgent hiring need
• Team-based advisory model with shared revenue
• Strong fit for an advisor who wants client ownership, planning work, and long-term stability

#LI-FT1

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: 9/26/2026

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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