Senior Wealth Advisor — High‑Net‑Worth Client Relationships

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

Job summary

MOHR Talent is seeking a Senior Wealth Advisor in Manitowoc, Wisconsin to support an established book of sophisticated clients. The role offers autonomy, strong internal collaboration, and the opportunity to deliver holistic planning without relying on outbound prospecting.

Candidates should have 6+ years of advisory experience with high‑net‑worth clients and hold Series 65 or Series 7/66; CFP is preferred when planning depth is clear.

Qualifications

• 6+ years of advisory experience with affluent or high-net-worth clients.
• Active Series 65, or active Series 7 and Series 66 licensing.
• CFP is preferred but not mandatory when planning depth is clear.
• Strong investment knowledge, judgment, organization, and regulatory discipline.
• Executive-level communication and the ability to build credibility across generations.
• A team-oriented mindset and ability to maintain a regular presence in the Sheboygan area.

Responsibilities

• Guide high-net-worth clients and families through evolving financial decisions as their primary advisor.
• Build and update holistic plans covering investments, retirement, tax considerations, estate goals, risk management, education, charitable giving, and legacy needs.
• Translate market and portfolio information into clear, practical recommendations clients can act on.
• Bring together internal specialists and external attorneys or accountants around each client's broader strategy.
• Identify additional planning opportunities within existing relationships while maintaining a fiduciary, service-first approach.
• Contribute knowledge, support junior team members, and strengthen a collaborative office culture.

Job description

MOHR Talent is seeking a Senior Wealth Advisor in Manitowoc, Wisconsin to support an established book of sophisticated clients. The role offers autonomy, strong internal collaboration, and the opportunity to deliver holistic planning without relying on outbound prospecting.

Candidates should have 6+ years of advisory experience with high‑net‑worth clients and hold Series 65 or Series 7/66; CFP is preferred when planning depth is clear.