Wealth Advisor (HNW Relationship Manager)
$150k - $155kFull-time
MOHR Talent
Wealth Advisor (HNW Relationship Manager)
Brentwood, NY| $150,000–$155,000 base + incentive
Schedule: 100% Onsite | Monday–Friday (5 days)
About the Opportunity
We’re partnering with a highly regarded, boutique RIA on Long Island that delivers a true white-glove client experience for high-net-worth families . This is a relationship-first Wealth Advisor role built for someone who wants to spend their time advising and deepening client relationships —not grinding on cold prospecting.
You’ll step into a ready-made book as part of a long-term succession plan, with a steady flow of warm inbound opportunities (typically 2–4 qualified leads per week) . You’ll sit between a senior advisor/founder and a newly promoted advisor, giving you strong internal support and a clear lane to make an impact immediately.
Why This Role Stands Out
- Inherit a book : take over ~80–100 existing client relationships
- Limited business development : consistent inbound leads; not a heavy hunter role
- High-touch model : boutique environment where advisors have time to advise (not churn)
- Strong support : access to specialists for advanced trust/tax/estate planning (you don’t need to be the technical quarterback)
- Succession + growth path : meaningful long-term opportunity in a stable, respected firm
What You’ll Be Doing
- Own and manage ~80–100 established HNW client relationships
- Lead client review meetings and ongoing planning conversations
- Deliver proactive advice across investments, retirement, and holistic planning goals
- Coordinate with internal/external specialists on complex planning needs (estate/tax/trust support available)
- Convert warm inbound opportunities generated through referrals and organic demand
- Provide a highly responsive, polished, white-glove client experience
- Partner closely with advisors and client service team to ensure seamless execution
What They’re Looking For
- 7+ years as a Wealth Advisor / Financial Advisor / Relationship Manager (HNW focus)
- CFP highly preferred
- Strong relationship management skills: personable, polished, trusted advisor presence
- Comfortable owning an established book and deepening multi-generational relationships
Compensation & Schedule
- Base salary: $150,000–$155,000
- Incentive opportunity on top of base
- Onsite 5 days/week (Mon–Fri)
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at ***email_hidden***
Vacancy posted 17 days ago
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