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Senior Financial Planner & Lead Advisor; Onsite
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-07-15
Listing for:
Mohr Talent
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Mohr Talent in West Hartford, CT is seeking a Lead Financial Planner / Lead Advisor to own an established book of 100+ client relationships and provide holistic planning across retirement, tax, estate, and investments.
The role offers leadership with direct exposure to firm leadership, mentoring junior advisors, and shaping how the firm delivers planning services in a growth-focused environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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