MOHR Talent is seeking a Senior Wealth Advisor in Manitowoc, Wisconsin to support an established book of sophisticated clients. The role offers autonomy, strong internal collaboration, and the opportunity to deliver holistic planning without relying on outbound prospecting.
Candidates should have 6+ years of advisory experience with high‑net‑worth clients and hold Series 65 or Series 7/66; CFP is preferred when planning depth is clear.
#J-18808-LjbffrSenior Wealth Advisor — High‑Net‑Worth Client Relationships in manitowoc at Unknown Company
This position is listed as full time and onsite.