Senior Wealth Advisor

About the role

A growing wealth management firm seeks a 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.

Responsibilities

• 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

Requirements

• 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

Qualifications

Compensation includes a strong base salary plus incentive opportunities tied to net new assets and revenue responsibility.

Skills

• Certified Financial Planner (CFP®)
• Series 65

Benefits

The firm offers competitive benefits including health insurance, retirement plans, and paid time off.

Pay

$125K–$155K Base + Incentives

Schedule

Full-time position

Contact

For more information or to apply, please contact HR at hr@themohrgrp.com.

Note: MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws.