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Lead Financial Planner for High-Net-Worth Clients
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-07-31
Listing for:
Mohr Talent
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
MOHR Talent is seeking a Lead Financial Planner / Lead Advisor in West Hartford, CT. This leadership role offers ownership of an established book of 100+ client relationships within a private wealth/RIA environment.
You will guide holistic planning across retirement, tax, estate, investments, and wealth transfer, mentoring junior advisors and shaping service delivery. CFP designation preferred with 7+ years of experience; high-net-worth client management and polished communication are essential.
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