Senior Wealth Planner & Lead Advisor

MOHR Talent; Farmington (CT); On-site; USD 135,000 - 150,000; Full time

Job summary

MOHR Talent seeks a Lead Financial Planner to take ownership of high-value client relationships in Farmington, CT. This leadership role drives holistic planning, coordinating investments, tax, estate, and risk planning, and mentoring junior staff.

Immediately inheriting a book of 100+ clients, the role focuses on strategic growth and high-touch service. The ideal candidate has 7–10+ years in financial planning, CFP designation, and strong relationship management and communication skills to lead

Qualifications

• 7–10+ years of experience in financial planning or wealth management.
• Experience working with high-net-worth clients ($2M+ investable assets preferred).
• Strong client relationship management and communication skills.
• Proven ability to retain and grow client relationships.

Responsibilities

• Serve as the primary advisor for a book of high-net-worth clients.
• Lead conversations across financial planning, investments, tax strategy, and estate coordination.
• Build long-term client relationships through proactive, high-touch service.
• Translate complex strategies into clear, actionable plans.

Skills

HNW client management

Leadership

Financial planning

Client communication

Mentorship

Education

CFP designation

7-10+ years experience

Job description

MOHR Talent seeks a Lead Financial Planner to take ownership of high-value client relationships in Farmington, CT. This leadership role drives holistic planning, coordinating investments, tax, estate, and risk planning, and mentoring junior staff.

Immediately inheriting a book of 100+ clients, the role focuses on strategic growth and high-touch service. The ideal candidate has 7–10+ years in financial planning, CFP designation, and strong relationship management and communication skills to lead