Wealth Advisor: Inherited 80-100 Clients, CFP, Boutique
$150k - $155kMohr Talent
Mohr Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering exceptional service rather than heavy prospecting. This role offers a competitive base salary of $150,000 – $155,000 annually, along with a strong referral network that generates qualified leads. Join a client-first advisory team focused on long-term relationships and comprehensive financial planning. #J-18808-Ljbffr Mohr Talent
Vacancy posted 3 days ago
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