More jobs:
Senior Wealth Planner & Client Strategy Lead
Job in
Farmington, Hartford County, Connecticut, 06030, USA
Listed on 2026-07-27
Listing for:
Mohr Talent
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
MOHR Talent in Farmington, CT seeks a Lead Financial Planner/Lead Advisor to own high-value client relationships within a fast-growing wealth management firm. The role focuses on coordinating investments, tax, estate, and risk planning to drive client strategy at scale.
The position inherits a book of 100+ clients, requires leadership across the team, and aims to elevate planning delivery and service excellence. This is a direct-hire opportunity offering substantial growth and impact.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×