Senior Wealth Advisor — HNW Relationships & Planning

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

Benefits offered by this job

Bonus opportunity

Equal opportunity employer

Job summary

MOHR Talent is seeking a Senior Financial Advisor to take ownership of an established high-net-worth client portfolio. This role advances comprehensive advice, retention, and long-term relationships without traditional cold calling or building a book from zero.

You will serve as the primary relationship manager, conduct client reviews, and coordinate with investment professionals to implement tailored strategies aligned with goals and risk tolerance.

Qualifications

• 5+ years as a financial advisor serving affluent or high-net-worth clients.
• Active Series 65, or Series 7 and Series 66 licenses.
• Strong comprehensive financial-planning and investment-management experience.
• A polished communicator who earns trust and explains complex recommendations clearly.
• Evidence of successful client relationship ownership, retention, and proactive service.
• Ability to work collaboratively from the Sheboygan-area office under the final work-arrangement policy.

Responsibilities

• Serve as the primary relationship manager for an established portfolio of affluent and high-net-worth clients.
• Lead client reviews and maintain comprehensive plans spanning retirement, investments, tax-aware strategies, estate considerations, insurance, and legacy planning.
• Partner with investment professionals to implement and monitor customized portfolio strategies aligned with goals and risk tolerance.
• Coordinate with client service, planning, tax, trust, and investment specialists to deliver a seamless client experience.
• Deepen existing relationships through proactive advice, exceptional service, and referrals generated through client trust.
• Maintain complete documentation and operate consistently with SEC, FINRA, firm, and fiduciary requirements.

Job description

MOHR Talent is seeking a Senior Financial Advisor to take ownership of an established high-net-worth client portfolio. This role advances comprehensive advice, retention, and long-term relationships without traditional cold calling or building a book from zero.

You will serve as the primary relationship manager, conduct client reviews, and coordinate with investment professionals to implement tailored strategies aligned with goals and risk tolerance.