CFP Wealth Advisor

CFP Wealth Advisor – Suffolk County, NY | $145K–$160K Base + Incentive + Benefits A boutique, planning-focused wealth management firm on Long Island is seeking an experienced Wealth Advisor to join its advisory team. This is a strong opportunity for a relationship-driven CFP advisor who enjoys working closely with established clients, leading planning conversations, and delivering a highly personalized client experience. This role will step into existing client relationships as part of a thoughtful succession and growth plan. The firm also receives a steady flow of qualified prospective clients through referrals and organic growth, so the role is not heavily focused on cold business development. What You’ll Be Doing Serve as lead advisor for approximately 80–100 established client relationships Build trusted, long-term relationships with affluent and high-net-worth clients Lead client review meetings, planning conversations, and ongoing advisory discussions Provide financial planning, retirement planning, investment, and wealth management guidance Coordinate with internal and external specialists on estate, trust, and tax planning needs Manage qualified referral-based prospective client opportunities Partner with the advisory and client service teams to deliver a high-touch client experience Identify opportunities to deepen existing relationships and expand planning engagement Requirements 7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, Financial Consultant, or similar client‑facing advisory professional CFP — Certified Financial Planner required Experience serving affluent, high-net-worth, or private wealth clients Strong financial planning, client relationship management, and presentation skills Polished, personable, professional, and comfortable working with families across generations Comfortable working onsite 5 days per week in Hauppauge, NY Existing client relationships are welcomed but not required Deep trust, estate, or tax planning expertise is helpful but not required, as specialist support is available Why This Opportunity Inherit an established group of client relationships Limited cold business development compared to traditional advisor roles Steady qualified lead flow through referrals and organic growth Boutique RIA‑style environment focused on long‑term client relationships Opportunity to work closely with senior advisory leadership Strong base compensation with incentive opportunity 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 View email address on click.appcast.io. #J-18808-Ljbffr MOHR Talent