Lead Financial Planner

Lead Financial Planner West Hartford, Connecticut Direct Hire $170000 /

Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer Take over and manage 100+ client relationships from firm leadership Build deep, long-term relationships through proactive guidance and strong follow-through Partner with CPAs, estate attorneys, investment teams, and other professionals Identify opportunities to retain, deepen, and grow client relationships Mentor Associate Advisors and Financial Planners Help improve the client experience, planning process, and service model What They’re Looking For 7+ years of financial planning or wealth management experience Experience working with high-net-worth clients Strong client management skills and polished communication style Strong understanding of holistic planning, not just investments Ability to explain complex strategies in a simple, confident way Experience mentoring junior advisors or planners preferred Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment Why You’ll Love It There Incentive compensation tied to client growth and retention Established book of clients from day one Direct exposure to firm leadership Opportunity to mentor and lead Collaborative support across investments, tax, estate, and planning Growth environment without heavy corporate red tape Lead Financial Planner / Lead Advisor Private Wealth / RIA Environment

Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer Take over and manage 100+ client relationships from firm leadership Build deep, long-term relationships through proactive guidance and strong follow-through Partner with CPAs, estate attorneys, investment teams, and other professionals Identify opportunities to retain, deepen, and grow client relationships Mentor Associate Advisors and Financial Planners Help improve the client experience, planning process, and service model What They’re Looking For CFP designation required 7+ years of financial planning or wealth management experience Experience working with high-net-worth clients Strong client management skills and polished communication style Strong understanding of holistic planning, not just investments Ability to explain complex strategies in a simple, confident way Experience mentoring junior advisors or planners preferred Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment Why You’ll Love It There $135,000-$150,000 base salary Incentive compensation tied to client growth and retention Established book of clients from day one True planning-first environment Direct exposure to firm leadership Opportunity to mentor and lead Collaborative support across investments, tax, estate, and planning Growth environment without heavy corporate red tape 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

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.