MOHR Talent seeks a Lead Financial Planner to take ownership of high-value client relationships in Farmington, CT. This leadership role drives holistic planning, coordinating investments, tax, estate, and risk planning, and mentoring junior staff.
Immediately inheriting a book of 100+ clients, the role focuses on strategic growth and high-touch service. The ideal candidate has 7–10+ years in financial planning, CFP designation, and strong relationship management and communication skills to lead
#J-18808-LjbffrSenior Wealth Planner & Lead Advisor in farmington at Unknown Company
This position is listed as full time and onsite.