Lead Wealth Advisor (CFP)
MOHR Talent, Farmington, CT, United States
Overview
Lead Wealth Advisor (CFP)
HNW Clients | Boutique RIA
Farmington, CT | Up to $150,000 + Bonus
Job Description
A boutique RIA in growth mode is seeking a Lead Wealth Advisor (CFP) to take over high-value client relationships and help shape the next phase of the firm.
This role is ideal for an advisor who wants deep client relationships, sophisticated planning work, and a true seat at the table, without the pressure of building a book from scratch.
Qualifications
CFP designation required
7–10+ years in an RIA or wealth management firm
Proven experience advising HNW clients
Why This Role Stands Out
Established HNW client base to step into
Collaborative, high-touch client model
Exposure to advanced planning strategies (tax, estate, multi-gen)
Direct influence on firm growth and client experience
Responsibilities
Lead relationships with HNW clients
Deliver advanced financial planning strategies
Partner with internal and external specialists
Contribute to firm growth and client retention
Mentor and guide junior team members
Leadership mindset with strong client presence
Benefits
Comprehensive health, dental, and vision insurance (employer-supported)
Short-term and long-term disability coverage
Generous paid time off + paid holidays
Retirement plan with employer contribution
Additional performance-based incentives
Consistent weekday schedule with strong work-life balance
Collaborative, team-oriented environment
Direct exposure to leadership and growth opportunities within the firm
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
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Lead Wealth Advisor (CFP)
HNW Clients | Boutique RIA
Farmington, CT | Up to $150,000 + Bonus
Job Description
A boutique RIA in growth mode is seeking a Lead Wealth Advisor (CFP) to take over high-value client relationships and help shape the next phase of the firm.
This role is ideal for an advisor who wants deep client relationships, sophisticated planning work, and a true seat at the table, without the pressure of building a book from scratch.
Qualifications
CFP designation required
7–10+ years in an RIA or wealth management firm
Proven experience advising HNW clients
Why This Role Stands Out
Established HNW client base to step into
Collaborative, high-touch client model
Exposure to advanced planning strategies (tax, estate, multi-gen)
Direct influence on firm growth and client experience
Responsibilities
Lead relationships with HNW clients
Deliver advanced financial planning strategies
Partner with internal and external specialists
Contribute to firm growth and client retention
Mentor and guide junior team members
Leadership mindset with strong client presence
Benefits
Comprehensive health, dental, and vision insurance (employer-supported)
Short-term and long-term disability coverage
Generous paid time off + paid holidays
Retirement plan with employer contribution
Additional performance-based incentives
Consistent weekday schedule with strong work-life balance
Collaborative, team-oriented environment
Direct exposure to leadership and growth opportunities within the firm
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
#J-18808-Ljbffr