Wealth Advisor
MOHR Talent · Kohler, WI · 6 days ago
Finance$115k–$135k/yrFull-time
Key Responsibilities
- Manage an established book of wealth management clients
- Conduct client meetings, portfolio reviews, and planning updates
- Support retirement, investment, estate, tax, insurance, and legacy planning conversations
- Deliver clear, polished communication to clients and families
- Work with internal specialists to execute client requests and planning strategies
- Strengthen existing relationships and uncover additional planning needs
- Ensure client documentation and compliance requirements are maintained
Ideal Background
- Financial Advisor, Wealth Advisor, Private Client Advisor, or Financial Planner experience
- 3+ years of advisory or wealth management client-facing experience
- Series 65 OR Series 7 and Series 66 required
- CFP strongly preferred
- Strong planning experience if not CFP
- Affluent or high-net-worth client experience preferred
- Professional, polished, and relationship-driven communication style
Pay
$115K - $135K Base + Benefits
Schedule
Not specified
Benefits
Not specified
Qualifications
Not specified
Skills
Not specified
Benefits
Not specified
MOHR Talent
Equal Opportunity Employer