Wealth Advisor: Lead Client Planning & Relationships

Mohr Talent; Virginia (MN); On-site; USD 90,000 - 110,000; Full time

Job summary

MOHR Talent in Henrico, VA is seeking a Wealth Advisor to guide existing clients through important financial decisions and lead planning conversations. You’ll work closely with an experienced Lead Advisor to turn recommendations into action, with responsibilities expanding over time.

You do not need to bring a book of business; the role focuses on financial planning and long-term client relationships, with no cold-prospecting requirement. Base salary range is $90,000–$110,000.

Qualifications

• Five or more years in wealth management or financial planning.
• Experience managing ongoing client relationships and leading meetings.
• Ability to translate complex topics into understandable advice.
• CFP preferred; other credentials considered (CFA/ChFC/CPWA).

Responsibilities

• Lead client reviews and advisory conversations.
• Coordinate advice across investments, retirement, tax, estate planning, and wealth transfer.
• Collaborate with Lead Advisor on complex planning.
• Maintain accurate CRM records and service standards.
• Support less-experienced colleagues.

Skills

Wealth management

Financial planning

Client relationship management

CRM platforms

Custodial platforms

Education

CFP certification

Series 65

Series 7 & 66

Tools

CRM platforms

Custodial platforms

Job description

MOHR Talent in Henrico, VA is seeking a Wealth Advisor to guide existing clients through important financial decisions and lead planning conversations. You’ll work closely with an experienced Lead Advisor to turn recommendations into action, with responsibilities expanding over time.

You do not need to bring a book of business; the role focuses on financial planning and long-term client relationships, with no cold-prospecting requirement. Base salary range is $90,000–$110,000.