Senior Wealth Advisor - High Net Worth Portfolio

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

Benefits offered by this job

Team-based revenue-sharing

Mentorship opportunities

Job summary

MOHR Talent in Oostburg, Wisconsin is seeking a Senior Wealth Advisor to take over an established book of high net worth client relationships. This role offers a substantial, ready-made portfolio with no cold calling, working alongside a collaborative team that shares revenue and supports each other's success.

You will serve as the primary relationship manager for the portfolio, conducting regular reviews and developing comprehensive financial plans across retirement, tax, estate, and legacy

Qualifications

• 5+ years of experience serving affluent or high net worth clients.
• Strong financial planning and investment management knowledge.
• Excellent retirement, tax, and estate planning proficiency.
• FINRA Series 7 and 66, or Series 65 license required.
• CFP preferred; if not CFP, strong demonstrable planning experience.

Responsibilities

• Serve as the primary relationship manager for an established portfolio of high net worth clients and their families.
• Build trusted, multi-generational relationships through proactive communication and exceptional service.
• Conduct regular client review meetings and stay attuned to each client's evolving financial goals.
• Develop and maintain comprehensive financial plans covering retirement, investment, tax, estate, insurance, and legacy planning.
• Collaborate with investment professionals to implement and monitor customized portfolio strategies.
• Deepen existing client relationships and identify additional planning opportunities across the client base.
• Partner closely with client service associates, paraplanners, tax professionals, and investment specialists.
• Maintain accurate documentation and ensure compliance with all regulatory requirements.

Skills

Financial planning

Investment management

Retirement planning

Tax planning

Estate planning

Relationship management

Communication

Licensing knowledge (Series 7/66, or 7

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

FINRA Series 7/66

Series 65 license

CFP certification

Job description

MOHR Talent in Oostburg, Wisconsin is seeking a Senior Wealth Advisor to take over an established book of high net worth client relationships. This role offers a substantial, ready-made portfolio with no cold calling, working alongside a collaborative team that shares revenue and supports each other's success.

You will serve as the primary relationship manager for the portfolio, conducting regular reviews and developing comprehensive financial plans across retirement, tax, estate, and legacy