Lead Financial Planner

About the Opportunity: We’re partnering with a fast-growing private wealth management firm seeking aLead Financial Planner / Lead Advisorto take ownership of an established book of100+ client relationships .This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning. This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.

What You’ll Be Doing: Serve as the primary advisor for high-net-worth client relationshipsLead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transferTake over and manage100+ client relationshipsfrom firm leadershipBuild deep, long-term relationships through proactive guidance and strong follow-throughPartner with CPAs, estate attorneys, investment teams, and other professionalsIdentify opportunities to retain, deepen, and grow client relationshipsMentor Associate Advisors and Financial PlannersHelp improve the client experience, planning process, and service modelWhat They’re Looking For 7+ years of financial planning or wealth management experienceExperience working with high-net-worth clientsStrong client management skills and polished communication styleStrong understanding of holistic planning, not just investmentsAbility to explain complex strategies in a simple, confident wayExperience mentoring junior advisors or planners preferredBackground in anRIA, independent wealth firm, private wealth team, or planning-focused advisory environmentWhy You’ll Love It There Incentive compensation tied to client growth and retentionEstablished book of clients from day one Direct exposure to firm leadershipOpportunity to mentor and leadCollaborative support across investments, tax, estate, and planningGrowth environment without heavy corporate red tape Lead Financial Planner / Lead Advisor Private Wealth / RIA Environment

Salary: $140,000-$170,000 base depending on experience+ incentive

Schedule: 100% Onsite

Location: West Hartford, CT CFP preferred

About the Opportunity: We’re partnering with a fast-growing private wealth management firm seeking aLead Financial Planner / Lead Advisorto take ownership of an established book of100+ client relationships .This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning. This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.

What You’ll Be Doing: Serve as the primary advisor for high-net-worth client relationshipsLead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transferTake over and manage100+ client relationshipsfrom firm leadershipBuild deep, long-term relationships through proactive guidance and strong follow-throughPartner with CPAs, estate attorneys, investment teams, and other professionalsIdentify opportunities to retain, deepen, and grow client relationshipsMentor Associate Advisors and Financial PlannersHelp improve the client experience, planning process, and service modelWhat They’re Looking ForCFP designation required 7+ years of financial planning or wealth management experienceExperience working with high-net-worth clientsStrong client management skills and polished communication styleStrong understanding of holistic planning, not just investmentsAbility to explain complex strategies in a simple, confident wayExperience mentoring junior advisors or planners preferredBackground in anRIA, independent wealth firm, private wealth team, or planning-focused advisory environmentWhy You’ll Love It There$135,000-$150,000 base salary Incentive compensation tied to client growth and retentionEstablished book of clients from day one True planning-first environment Direct exposure to firm leadershipOpportunity to mentor and leadCollaborative support across investments, tax, estate, and planningGrowth environment without heavy corporate red tapeMOHR 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.comJob Summary

Published: 10/2/2026

Type: Direct Hire

Location: West Hartford, Connecticut

Category: Finance / FP&AAt 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.