Lead Financial Planner

The Lead Planner serves as the relationship manager for approximately 100 clients, overseeing revenue between $700k–$1.1M. This role provides comprehensive financial planning and investment management, including cash flow and tax planning, retirement planning, estate planning, insurance planning, and investment management. About 25% of the role will also focus on business development through networking, outreach, and identifying new prospects.

Responsibilities:

• Manage and grow strong, lasting client relationships.
• Develop and implement comprehensive financial plans.
• Analyze and interpret financial information to create actionable strategies.
• Identify gaps in client plans and provide tailored solutions to help them achieve their goals.
• Communicate complex financial strategies clearly in both written and verbal formats.
• Respond promptly to client inquiries and provide excellent service.
• Engage in business development, networking, and community involvement to attract new clients.
• Confidently present the firm’s value proposition to potential clients.

Qualifications:

• Bachelor’s degree required.
• Certified Financial Planner (CFP) designation required.
• Additional designation or specialization strongly preferred.
• 10+ years of experience with a financial planning firm.
• Proven success in driving business development and cultivating client relationships.
• Strong analytical, organizational, and time-management skills.
• Excellent communication and presentation skills.
• Proficient in Microsoft Office and financial planning tools.

Compensation:

• Base salary $140,000–$210,000, plus bonus structure tied to company profitability and revenue growth.

Key Attributes for Success:

• Outgoing, extroverted personality suited for client engagement and business development.
• Strong initiative and proactive approach.
• Team-oriented, collaborative mindset.
• Dependable, detail-oriented, and able to follow through on commitments.

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.