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Lead/Senior Wealth Advisor

L5

mohr talentWest Hartford, CT6 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

West Hartford, CT

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

6 days ago

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