Lead CFP Wealth Advisor for High-Net-Worth Clients
MOHR Talent
MOHR Talent is looking for a CFP Wealth Advisor in Suffolk County, NY, to join their boutique wealth management team. You'll step into an established group of client relationships, providing personalized financial planning and advice to high-net-worth clients, while enjoying a strong focus on relationship management. This position emphasizes collaboration with advisory teams to deliver an exceptional client experience and offers strong base compensation along with incentives. The ideal candidate has over 7 years in financial advisory roles and must be a Certified Financial Planner. #J-18808-Ljbffr MOHR Talent
Vacancy posted 1 day ago
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