What are the responsibilities and job description for the Lead Financial Planner (CFP preferred) position at MOHR Talent?
Private Wealth / RIA Environment
Salary: $140,000-$170,000 base depending on experience incentive
Schedule: 100% Onsite
Location: West Hartford, CT
CFP preferred
We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead Advisor to take ownership of an established book of 100 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 relationships
- 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
- 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
- $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
Salary : $135,000 - $150,000