Senior Wealth Advisor - HNW Clients, Shareholder Path

MOHR Talent; Maize (KS); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Shareholder opportunity

Medical coverage

401(k)

HSA

FSA

Life insurance

Disability coverage

PTO and holidays

Sabbatical

Flexible work options

Well-being stipend

Professional development support

Job summary

MOHR Talent is seeking an experienced Wealth Advisor to serve high-net-worth clients in Maize, KS. This in-person opportunity offers a clear path to shareholder ownership within an employee-owned firm, supported by strong planning, investment, and compliance resources.

You will build a client book, deliver comprehensive retirement, tax and estate planning strategies, and collaborate with CPAs and attorneys.

Qualifications

• 7+ years in a fee-only or fiduciary advisory role with proven business development success.
• Series 65 required (Series 66 acceptable).
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• CFP preferred; CFA, CPA, or other advanced designations are a plus.
• Life insurance license preferred
• High-net-worth client experience is highly preferred
• Strong skills in investments, retirement planning, tax strategy, and estate planning
• Excellent communication and presentation skills with a consultative, trust-based style
• Proficiency with planning software, CRM, portfolio platforms, and Microsoft Office
• Limited travel (under 10%)

Responsibilities

• Source and win new client relationships through referrals, networking, and centers of influence.
• Build and grow a book of affluent and high-net-worth individuals and families.
• Deliver goals-based financial planning across retirement, investments, tax strategy, estate coordination, risk, and education funding.
• Partner with the investment team to build and monitor portfolios focused on long-term growth and protection.
• Serve as the primary point of contact for clients and coordinate with CPAs, attorneys, and other professionals.
• Explain complex financial concepts in a clear, confidence-building way.
• Deepen client relationships and earn cross-referrals from a large network of insurance brokers.
• Mentor junior advisors and contribute to firm-wide growth.

Skills

7+ years experience

Series 65

High-net-worth client experience

Investments

Retirement planning

Tax strategy

Estate planning

Excellent communication

Education

Bachelor’s degree in Finance, Economics, Business

CFP preferred

CFP/CFA/CPA a plus

Tools

CRM

Planning software

Portfolio platforms

Microsoft Office

Job description

MOHR Talent is seeking an experienced Wealth Advisor to serve high-net-worth clients in Maize, KS. This in-person opportunity offers a clear path to shareholder ownership within an employee-owned firm, supported by strong planning, investment, and compliance resources.

You will build a client book, deliver comprehensive retirement, tax and estate planning strategies, and collaborate with CPAs and attorneys.