Lead Wealth Advisor — Established Client Book; Hybrid
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
MOHR Talent is seeking an experienced Lead Financial Advisor to take over an established book of ~130 client households with assets averaging about $1 million per household. You will own client planning, investment management, and relationship strategy.
The role emphasizes servicing existing clients, retention, and seamless transition from a retiring advisor, with hybrid work and in-office client visits in Herndon, VA.
Step into the Lead Wealth Advisor — Established Client Book (Hybrid) role at MOHR Talent in Herndon, VA, United States and grow with us.
Our group is growing, and we are hiring a Lead Wealth Advisor — Established Client Book (Hybrid) in Herndon, VA, United States.
This opening is for the Lead Wealth Advisor — Established Client Book (Hybrid) role at MOHR Talent.
We are seeking a motivated Lead Wealth Advisor — Established Client Book (Hybrid) to join MOHR Talent in Herndon, VA, United States.
(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).