Senior Wealth Advisor – Established HNW Client Book

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

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.