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Wealth Advisor: Established Clientele & Planning Focus
Job in
Kohler, Sheboygan County, Wisconsin, 53044, USA
Listed on 2026-07-15
Listing for:
Mohr Talent
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Mohr Talent is seeking a Wealth Advisor to take over an established client base in the Kohler, WI area. The role focuses on ongoing relationship management, planning, and delivering thoughtful financial advice without needing to build a new book.
Ideal candidates have 3+ years in wealth advisory, Series 65 or Series 7/66, with CFP preferred and strong client communication skills. Base compensation ranges 115K–135K with benefits.
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