What are the responsibilities and job description for the Certified Financial Planner position at MOHR Talent?
Certified Financial Planner
Simsbury, CT | $135,000 - $150,000 Bonus
Location: Farmington. CT
Employment Type: Full-Time
Overview
A growing private wealth firm is seeking a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships and play a key role in the firm’s next phase of growth.
This is a true leadership role, not a maintenance seat.
You will lead complex financial planning relationships, coordinate across tax, estate, and investment strategies, and mentor junior advisors while helping shape how advice is delivered at scale.
What You’ll Do
Client Leadership
Simsbury, CT | $135,000 - $150,000 Bonus
Location: Farmington. CT
Employment Type: Full-Time
Overview
A growing private wealth firm is seeking a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships and play a key role in the firm’s next phase of growth.
This is a true leadership role, not a maintenance seat.
You will lead complex financial planning relationships, coordinate across tax, estate, and investment strategies, and mentor junior advisors while helping shape how advice is delivered at scale.
What You’ll Do
Client Leadership
- Serve as primary advisor to high-net-worth clients
- Lead planning discussions across investments, tax, estate, and risk
- Build long-term, trusted client relationships
- Translate complex strategies into clear, actionable plans
- Develop comprehensive plans (retirement, tax, estate, wealth transfer)
- Collaborate with CPAs, attorneys, and internal specialists
- Guide clients through liquidity events and generational planning
- Generate new opportunities through referrals and networks
- Participate in closing new client relationships
- Support overall firm growth initiatives
- Mentor junior advisors and planners
- Improve planning processes and client experience
- Contribute to firm culture and standards
- CFP designation required
- 7–10 years in financial planning / wealth management
- Experience working with HNW clients ($2M preferred)
- Strong client-facing and communication skills
- Leadership or mentorship experience preferred