Lead Wealth Advisor (CFP) for HNW Clients — Growth & Strategy

MOHR Talent is seeking a Lead Wealth Advisor (CFP) in Farmington, CT. The role involves managing high-value client relationships, delivering advanced financial planning strategies, and leading a collaborative, high-touch client model within a growing boutique RIA. Candidates must have a CFP designation and substantial experience in wealth management. The position offers a comprehensive benefits package, a strong work-life balance, and opportunities for professional growth within the firm.
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