Lead Financial Planner / Lead Advisor
The MOHR Enterprises LLC —West Hartford, CT
- $135,000 - $150,000 a year
- 7 years
- Office
- Mentoring
Quick Apply
7d
Personal Financial Planner
Valor Family Financial —Remote
- $70,000 a year
- Remote
- Computer literacy
- Basic math
- Finance
Quick Apply
Sr Financial Planner
Wealth Enhancement Group —Remote
- $115,000 - $157,200 a year
- Full-time
- Remote
- 7 years
- CPA
- Research
- Profit sharing
- Paid parental leave
Financial Advisor
Pure Financial Advisors, Inc. —Denver, CO
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Adjunct Faculty, Professional Designations
Kaplan —Remote
- Part-time
- Remote
- Background check
- Doctoral degree
- 5 years
Wealth Planner
Cerity Partners —New York, NY
- $110,000 - $120,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Key Private Bank Wealth Planner
KeyBank National Association —Columbus, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Driver's License
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Pasadena, CA
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
Wealth Management Analyst Planner
One Capital Management —Westlake Village, CA
- $70,000 - $90,000 a year
- Email
- Office
- Bachelor's degree
- Quality control
- Wellness program
- Health insurance
Wealth Planner
Huntington Bank —Cincinnati, OH
- Full-time
- Office
- 8 years
- Bachelor's degree
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Strategist
HM Payson —Portland, ME
- Email
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health savings account
- Health insurance
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Financial Planner - AI Trainer
DataAnnotation —Portland, OR
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Planner - AI Trainer
DataAnnotation —McLean, VA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Client Experience Coordinator
The AmeriFlex Group —Santa Barbara, CA
- $48,000 - $58,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Financial Advisor
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Financial Planner - AI Trainer
DataAnnotation —Houston, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply

I want to receive the latest job alert for Wealth Planner

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Wealth Planner jobs near

Lead Financial Planner / Lead Advisor

The MOHR Enterprises LLC
West Hartford, CT

Quick Apply

Job Details

$135,000 - $150,000 a year
7 days ago

Qualifications

Full Job Description

Lead Financial Planner / Lead Advisor

Private Wealth / RIA Environment
Salary: $135,000-$150,000 base + incentive compensation
Schedule: 100% Onsite
Location: West Hartford, CT
CFP preferred

About the Opportunity

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead Advisor to take ownership of an established book of 100+ client relationships.

This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning.

This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.

What You’ll Be Doing

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

What They’re Looking For

CFP designation required
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

Why You’ll Love It There

$135,000-$150,000 base salary
Incentive compensation tied to client growth and retention
Established book of clients from day one
True planning-first environment
Direct exposure to firm leadership
Opportunity to mentor and lead
Collaborative support across investments, tax, estate, and planning
Growth environment without heavy corporate red tape

#LI-FT1
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected]

Quick Apply

Refine Your Search

Wealth Planner jobs

Lead Financial Planner / Lead Advisor

Personal Financial Planner

Sr Financial Planner

Financial Advisor

Adjunct Faculty, Professional Designations

Wealth Planner

Key Private Bank Wealth Planner

Associate Advisor/ Wealth Planner

Wealth Management Analyst Planner

Wealth Planner

Certified Financial Planner Professional

Wealth Strategist

Wealth Planning Liaison

Wealth Management Advisor

Wealth Manager

Financial Planner - AI Trainer

Financial Planner - AI Trainer

Client Experience Coordinator

Financial Advisor

Financial Planner - AI Trainer

I want to receive the latest job alert for Wealth Planner

Related Searches

Explore jobs in more locations

Lead Financial Planner / Lead Advisor

About the Opportunity

What You’ll Be Doing

What They’re Looking For

Why You’ll Love It There

Job Seeker Tools

Employer Tools

Browse

Stay Connected