mohr talentWest Hartford, CT
Senior Wealth Planner & Lead Advisor — 100+ HNW Clients
Senior Wealth Planner & Lead Advisor — 100+ HNW Clients
Senior Wealth Planner & Lead Advisor — 100+ HNW Clients
mohr talentWest Hartford, CT
today
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →MOHR Talent is seeking a Lead Financial Planner / Lead Advisor in West Hartford, CT to own a large book of 100+ client relationships. You will lead planning discussions across retirement, tax, estate, investments, and wealth transfer, mentoring junior staff and collaborating with CPAs and estate attorneys.
The role is on-site with a private wealth focus and requires strong communication skills and a planning-first mindset.
Also on the board Same function, level within a rung
Level
Senior
Location
West Hartford, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today