MOHR Talent is seeking a Lead Financial Planner / Lead Advisor in West Hartford, CT to own a large book of 100+ client relationships. You will lead planning discussions across retirement, tax, estate, investments, and wealth transfer, mentoring junior staff and collaborating with CPAs and estate attorneys.
The role is on-site with a private wealth focus and requires strong communication skills and a planning-first mindset.
#J-18808-LjbffrSenior Wealth Planner & Lead Advisor — 100+ HNW Clients in west hartford at Unknown Company
This position is listed as full time and onsite.