Private Wealth Advisor (CFP) – Lead Role
MOHR Talent, Bloomfield, CT, United States
Private Wealth Advisor (CFP) – Lead Role
Bloomfield, CT |$135,000 – $150,000 + Bonus
Schedule: Full-time, on‑site
Overview
A growing, planning‑focused wealth firm is seeking a
Lead Financial Planner / Advisor
to take ownership of an
established book of 100+ high‑net‑worth clients .
This is a
client‑facing leadership role
focused heavily on financial planning, with the opportunity to mentor junior advisors and contribute to firm growth.
What You’ll Do
Serve as primary advisor to high‑net‑worth clients
Deliver comprehensive financial plans (retirement, tax, estate)
Guide clients through complex financial decisions
Partner with CPAs, attorneys, and internal teams
Support growth through referrals and client relationships
Mentor junior team members
Qualifications
CFP® required
5–10+ years in wealth management or financial planning
Experience working with HNW clients
Strong communication and relationship management skills
Benefits & Perks
Competitive base salary + bonus
Health, dental, and vision coverage (employer-supported)
Disability coverage
Generous PTO + paid holidays
Retirement plan with employer contribution
Consistent weekday schedule with strong work‑life balance
Collaborative, team‑oriented environment
Growth opportunities and leadership exposure
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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Bloomfield, CT |$135,000 – $150,000 + Bonus
Schedule: Full-time, on‑site
Overview
A growing, planning‑focused wealth firm is seeking a
Lead Financial Planner / Advisor
to take ownership of an
established book of 100+ high‑net‑worth clients .
This is a
client‑facing leadership role
focused heavily on financial planning, with the opportunity to mentor junior advisors and contribute to firm growth.
What You’ll Do
Serve as primary advisor to high‑net‑worth clients
Deliver comprehensive financial plans (retirement, tax, estate)
Guide clients through complex financial decisions
Partner with CPAs, attorneys, and internal teams
Support growth through referrals and client relationships
Mentor junior team members
Qualifications
CFP® required
5–10+ years in wealth management or financial planning
Experience working with HNW clients
Strong communication and relationship management skills
Benefits & Perks
Competitive base salary + bonus
Health, dental, and vision coverage (employer-supported)
Disability coverage
Generous PTO + paid holidays
Retirement plan with employer contribution
Consistent weekday schedule with strong work‑life balance
Collaborative, team‑oriented environment
Growth opportunities and leadership exposure
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