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Wealth Advisor - Inherit 80-100 HNW Clients, Warm Leads

$150k - $155k

Mohr Talent

Mohr Talent is looking for a Wealth Advisor (HNW Relationship Manager) based in Brentwood, NY, to manage established client relationships and provide tailored financial advice. This role offers a high-touch model with limited business development pressure, focusing instead on deepening multifaceted client relationships. The successful candidate will inherit a book of 80-100 existing clients, receive strong internal support, and be part of a respected firm with growth opportunities. Compensation is competitive, with a base salary between $150,000–$155,000 plus incentives. #J-18808-Ljbffr Mohr Talent

Vacancy posted 1 day ago
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