Senior Wealth Advisor for High-Net-Worth Clients

MOHR Talent; Kohler (WI); On-site; USD 125,000 - 175,000; Full time

Job summary

MOHR Talent is seeking an experienced Financial Advisor to manage an established book of high-net-worth clients from our Kohler, Wisconsin office. This role focuses on holistic wealth management, delivering comprehensive financial planning and personalized client service without cold-calling.

You will inherit approximately $100 million in assets under management, partner with internal specialists, and collaborate to expand relationships while upholding fiduciary standards and regulatory

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Five or more years of experience as a Financial Advisor or Wealth Advisor serving affluent or high-net-worth clients.
• Demonstrated success managing ongoing client relationships within an advisory or wealth management environment.
• Strong knowledge of: Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning.

Responsibilities

• Assume responsibility for an established book of high-net-worth client relationships while ensuring a seamless transition.
• Build trusted, multi-generational relationships through proactive communication and exceptional client service.
• Conduct regular client review meetings while maintaining a thorough understanding of each client's evolving financial goals.
• Anticipate client needs and proactively recommend financial solutions.
• Serve as the primary point of contact while coordinating support from internal specialists.
• Develop and maintain comprehensive financial plans covering retirement, investment, tax, estate, insurance, education, charitable giving, and legacy planning.
• Present complex financial concepts in a clear, practical, client-friendly manner.
• Ensure recommendations align with client objectives, risk tolerance, and long-term goals.
• Partner with investment professionals to implement customized portfolio strategies.
• Review portfolio performance and recommend adjustments when appropriate.
• Maintain knowledge of capital markets, investment products, and portfolio construction.
• Ensure all recommendations align with fiduciary standards and firm investment philosophy.
• Identify additional planning opportunities across wealth management, retirement, tax, estate, trust services, insurance, and charitable planning.
• Coordinate with clients' attorneys, accountants, and other trusted advisors.
• Generate referrals through exceptional client service rather than traditional prospecting.
• Participate in client appreciation events and educational seminars.
• Work closely with Client Service Associates, Paraplanners, Investment Specialists, Tax Professionals, Trust Officers.
• Mentor junior advisors while contributing to a collaborative team environment.
• Ensure timely execution of client requests and planning recommendations.

Skills

Relationship management

Client communication

Attention to detail

Education

Bachelor's degree in Finance/Business/Economics

Job description

MOHR Talent is seeking an experienced Financial Advisor to manage an established book of high-net-worth clients from our Kohler, Wisconsin office. This role focuses on holistic wealth management, delivering comprehensive financial planning and personalized client service without cold-calling.

You will inherit approximately $100 million in assets under management, partner with internal specialists, and collaborate to expand relationships while upholding fiduciary standards and regulatory