Senior Wealth Planner & Lead Advisor — 100+ HNW Clients

Posted 2 days ago

mohr talentWest Hartford (CT)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.