What are the responsibilities and job description for the Senior Financial Advisor (CFP) position at MOHR Talent?
Senior Financial Advisor (CFP)
Inherit Clients | $135K–$150K Bonus
West Hartford, CT
Job Description
A high-quality, growing independent wealth management firm is hiring a Senior Financial Advisor (CFP) to step into a client-facing leadership role with an existing book of high-net-worth clients.
This is a rare opportunity to focus on advice, not prospecting. Working alongside an established team in a collaborative, planning-first environment.
What You’ll Do
- Serve as lead advisor to high-net-worth clients ($2M )
- Deliver comprehensive financial plans (retirement, tax, estate)
- Guide clients through complex financial decisions
- Collaborate with internal team external CPAs/attorneys
- Support and mentor junior advisors
- CFP® required
- 7 years in wealth management or financial planning
- Experience working directly with HNW clients
- Strong relationship management and communication skills
- Inherit established HNW client relationships (no cold calling)
- Strong internal support (paraplanning, operations, admin)
- Planning-focused culture (not product sales)
- Clear path to long-term leadership