Senior Wealth Advisor — Client Ownership & Growth

MOHR Talent; Andover (KS); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual performance bonus eligibility

Medical, dental, vision

401(k)

Paid time off

Professional development

Job summary

MOHR Talent is seeking a seasoned Financial Advisor in Andover, KS to build lasting client relationships and grow the practice. You will deliver personalized guidance on investments, retirement, tax-aware strategies, estate coordination, and risk management, with strong support from specialists.

Requires 7+ years in fiduciary advising, Series 65 (66 accepted), and a bachelor’s in Finance/ Economics/Business or related field.

Qualifications

• 7+ years of fiduciary advisory experience.
• Series 65; Series 66 accepted.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Strong planning knowledge and clear communication.

Responsibilities

• Build and strengthen relationships with affluent individuals and families.
• Grow the practice through referrals, networking, and professional relationships.
• Deliver personalized advice covering investments, retirement, tax‑aware strategies, estate coordination, and risk management.
• Partner with investment specialists, CPAs, and attorneys to coordinate client needs.

Skills

Relationship management

Prospecting & revenue growth

CRM proficiency

Communication

Education

Bachelor’s degree in Finance or related field

Tools

MoneyGuidePro

Envestnet

Salesforce

CRM software

Job description

MOHR Talent is seeking a seasoned Financial Advisor in Andover, KS to build lasting client relationships and grow the practice. You will deliver personalized guidance on investments, retirement, tax-aware strategies, estate coordination, and risk management, with strong support from specialists.

Requires 7+ years in fiduciary advising, Series 65 (66 accepted), and a bachelor’s in Finance/ Economics/Business or related field.