Lead Financial Planner

Lead Financial Planner / Lead AdvisorPrivate Wealth / RIA Environment Salary: $140,000-$170,000 base depending on experience + incentive Schedule: 100% Onsite Location: West Hartford, CT CFP preferredAbout the OpportunityWe’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 DoingServe as the primary advisor for high-net-worth client relationshipsLead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transferTake over and manage 100+ client relationships from firm leadershipBuild deep, long-term relationships through proactive guidance and strong follow-throughPartner with CPAs, estate attorneys, investment teams, and other professionalsIdentify opportunities to retain, deepen, and grow client relationshipsMentor Associate Advisors and Financial PlannersHelp improve the client experience, planning process, and service modelWhat They’re Looking ForCFP designation required7+ years of financial planning or wealth management experienceExperience working with high-net-worth clientsStrong client management skills and polished communication styleStrong understanding of holistic planning, not just investmentsAbility to explain complex strategies in a simple, confident wayExperience mentoring junior advisors or planners preferredBackground in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environmentWhy You’ll Love It There$135,000-$150,000 base salaryIncentive compensation tied to client growth and retentionEstablished book of clients from day oneTrue planning-first environmentDirect exposure to firm leadershipOpportunity to mentor and leadCollaborative support across investments, tax, estate, and planningGrowth environment without heavy corporate red tape 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 hr@themohrgrp.com