Senior Wealth Planner & Lead Advisor — 100+ HNW Clients

MOHR Talent

West Hartford (CT)

On-site

USD 140,000 - 170,000

Full time

3 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

MOHR Talent is seeking a Lead Financial Planner / Lead Advisor in West Hartford, CT to own a large book of 100+ client relationships. You will lead planning discussions across retirement, tax, estate, investments, and wealth transfer, mentoring junior staff and collaborating with CPAs and estate attorneys.

The role is on-site with a private wealth focus and requires strong communication skills and a planning-first mindset.

Qualifications

7+ years of financial planning or wealth management experience.
Experience working with high-net-worth clients.
Strong client management skills and polished communication style.
Strong understanding of holistic planning, not just investments.
Ability to explain complex strategies in a simple, confident way.
Experience mentoring junior advisors or planners preferred.
Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment.

Responsibilities

Serve as the primary advisor for high-net-worth client relationships.
Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer.
Take over and manage 100+ client relationships from firm leadership.
Build deep, long-term relationships through proactive guidance and strong follow-through.
Partner with CPAs, estate attorneys, investment teams, and other professionals.
Identify opportunities to retain, deepen, and grow client relationships.
Mentor Associate Advisors and Financial Planners.
Help improve the client experience, planning process, and service model.