Wealth Advisor — Equity Path for High-Net-Worth Clients

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

Benefits offered by this job

Shareholder path

Medical, prescription, dental, and vis

401(k), HSA, FSA, life and disability

Job summary

MOHR Talent in Maize, Kansas, seeks an experienced Wealth Advisor to manage relationships with high-net-worth clients, deliver goals-based financial planning, and collaborate with investment teams for long-term growth. You will be responsible for building a client book, coordinating with CPAs and attorneys, and guiding clients through complex financial decisions.

The role requires Series 65 (or 66), a finance-related degree, and strong communication skills.

Qualifications

• 7+ years in a fiduciary advisory role with business development success.
• Series 65 required (Series 66 acceptable).
• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP preferred; CFA, CPA, or other advanced designations are a plus.
• Life insurance license preferred.
• High-net-worth client experience 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 MS 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

Business development

Advisory experience

Series 65

CFP preferred

Life insurance license

High-net-worth experience

Investments

Retirement planning

Tax planning

Estate planning

CRM software

MS Office

Education

Bachelor’s degree in Finance/Economics/Business

CFP/CFA/CPA designation a plus

Tools

Planning software

CRM

Portfolio platforms

Microsoft Office

Job description

MOHR Talent in Maize, Kansas, seeks an experienced Wealth Advisor to manage relationships with high-net-worth clients, deliver goals-based financial planning, and collaborate with investment teams for long-term growth. You will be responsible for building a client book, coordinating with CPAs and attorneys, and guiding clients through complex financial decisions.

The role requires Series 65 (or 66), a finance-related degree, and strong communication skills.