A growing wealth management firm is seeking an experienced Senior Wealth Advisor / Financial Advisor to work directly with clients on financial planning, investment management, retirement planning, estate planning, tax-efficient strategies, and relationship growth.
This is a strong opportunity for an advisor who enjoys building client trust, deepening relationships, and providing thoughtful planning and investment guidance within a collaborative advisory environment.
Compensation includes a strong base salary plus incentive opportunities tied to net new assets and revenue responsibility.
- Manage and deepen client relationships
- Build customized financial plans and investment strategies
- Advise on asset allocation, retirement planning, estate planning, and tax-efficient strategies
- Review client portfolios, risk tolerance, and long-term goals
- Identify growth opportunities through existing and prospective client relationships
- Partner with tax, estate, insurance, and planning professionals
- Maintain strong fiduciary, compliance, and ethical standards
- Use financial planning software, CRM, portfolio tools, and investment research resources
- Experience as a Wealth Advisor, Financial Advisor, Financial Planner, or Senior Advisor
- Strong financial planning and investment management background
- Sales / business development experience
- CFP® strongly preferred
- Series 65 strongly preferred, especially for candidates targeting the top end of compensation
- Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
- Strong communication skills and ability to build client trust
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]
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